Senior Wealth Advisor

3 - 8 years

5 - 8 Lacs

Posted:1 day ago| Platform: Naukri logo

Apply

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Opportunity: Associate/Sr. Associate - Premium Membership Program (PMP)

Location:

Department:

Are you a highly energetic, persistent, and articulate individual looking to build a fast-paced career in the financial sector?

Associate/Sr. Associate

What You'll Be Doing:

Premium Membership Program

  • Client Management & Sales:

    Provide essential guidance to existing annual clients of '5 in 5 Strategy,' 'Mispriced opportunities,' and 'Combo' services to encourage upgrades to premium services.
  • Renewals & Upgrades:

    Ensure timely renewals of existing subscriptions and drive clarity on the benefits of upgrading to

    LONG TERM subscriptions

    .
  • Premium Client Handling:

    Manage and maintain strong connections with a set of annual clients to drive future upgrades to other high-value services. You should be comfortable dealing with

    Premium/HNI clients

    .
  • Operational Excellence:

    Identify and resolve operational issues, articulating potential solutions, and work cohesively with other teams across India.
  • Performance Monitoring:

    Vigorously monitor and report

    KPIs

    and take proactive action for continuous improvement.
  • Compliance:

    Ensure all

    SEBI disclosure

    compliance norms are met.

What We're Looking For:

  • Education:

    MBA

    + Graduate/Postgraduate in Financial or other allied sectors is desirable, though other degrees may be considered.
  • Experience:

    We welcome candidates who are

    fresh out of college

    and open to building a fast-paced career. Candidates with prior experience in

    Sales, Business Development (BD), or Customer Support

    from industries like Finance, Hospitality, Aviation, or Media are also encouraged to apply.
  • The Deal Breakers:

    Superb communication and convincing skills

    are a must-have for this role.
  • Key Competencies:

    High energy, persistency, commitment, and strong

    negotiation and diplomacy skills

    . A track record of sales/customer service excellence, especially in the

    financial products

    space, is a plus.

What's On Offer:

  • One of the

    best in industry pay grades

    .
  • Truly

    jaw-dropping incentives

    .

If you thrive in a sales and client-focused environment and have the drive to manage and grow a premium client portfolio, apply now!

Mock Interview

Practice Video Interview with JobPe AI

Start Business Development Interview
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now
Equentis Wealth Advisory logo
Equentis Wealth Advisory

Financial Services

Mumbai

RecommendedJobs for You

madurai, chennai, coimbatore

udaipur, jaipur, jodhpur