Senior Wealth Advisor

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!