Wealth Advisor Needed

Job Description

Apply only if you are comfortable doing Hardcore Sales CTC- fixed upto 10 LPA and variable upto 4 LPA Job Title ‘Premium Membership Program’- Associate/ Sr. Associate Department PREMIUM MEMBERSHIP PROGRAM (PMP) Reports to (Job Title): Head PMP- Bangalore Job Purpose Provide the much-needed guidance to the existing annual Clients of ‘5 in 5 Strategy,’ ‘Mispriced opportunities’ & ‘Combo’ services so that they upgrade themselves to the premium range of a service like Premium Membership Program Subscription. Ensure that the renewals of the subscriptions are done in time before the expiry day of the existing clients. Major Accountabilities ● Forms a part with the successful Premium Membership Program team based out of Bangalore to manage existing subscribers’ renewals and upgrades to LONG TERM subscriptions. ● Drives clarity for the clients with a fair understanding of the benefits of the premium services like LONG TERM subscription ● Manages a set of annual clients and keeps the connect strong for future upgrades to other services such as ‘Dhawaan/ TTO and Secrets’ ● Ensures all compliance norms are met from a SEBI disclosure standpoint ● Ensure exemplary communication with all stakeholders to update the progress made on conversions and accounts maintained till date ● Identifies and resolves all operational issues clearly articulating the potential recommendations/solutions ● Works cohesively with other teams and forms an important bond with other centers spread across India ● Is proactive in planning; anticipating change and acting in accordance; drive meticulous implementation of goals and metrics. ● Establishes, vigorously monitors and reports KPIs & takes proactive action to continuously strive for improvements. Key Performance Indicators ● Clearly communicates and lives the company’s missions and values ● Establishes accurate plans with clear, reasonable, and appropriate objectives, action steps, and priorities ● Provides thought leadership to shape future decisions ● Adapts to changing objectives and priorities ● Continually measures outputs, capability, and success criteria ● Quality: As per KPIs and qualitative feedback from the clients ● Operational efficiency: Ensure optimal resource utilization ● Innovation: Ability to find creative ways to build client base and grow ● Values and behaviors: in line with standards of Research and Ranking Interested candidates please share your CV on 9833283857 Job Types: Full-time, Permanent Pay: ₹600,000.00 - ₹1,000,000.00 per year Schedule: Day shift Application Question(s): Are you comfortable doing Hardcore Sales ? How Many Years of experience you have in BFSI Sector ? Do you have equity Market Knowledge ? Work Location: In person Speak with the employer +91 9833283857