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Presenting an excellent opportunity with a Fintech company in the equity investment advisory domain. The company is growing exponentially in their journey to become a unicorn by 2023

Position - PMP (Premium Membership Program) Head

Reporting to: Managing Director

Location: Mumbai

Working days - (Monday to Friday: 9:00 am to 6.30 pm; Saturday (1st, 3rd and 5th )

Job Purpose:

- Provide the much-needed guidance to the existing Sales Team handling annual clients 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:

- Manages & guides a successful Premium Membership Program team to manage existing subscribers' renewals and upgrades to Lifetime subscriptions.

- Drives clarity for the clients with a fair understanding of the benefits of the premium services like Lifetime subscription

- Handles a team who manages a set of annual clients and keeps the connect strong for future upgrades to other services.

- 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 report 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 for the PMP Counsellors.

- Leadership through inspiration and motivation

- 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 utilisation

- Innovation: Ability to find creative ways to build client base and grow

- Values and behaviours: in line with standards of the organisation.

Experience:

- Capability of dealing with Premium/ HNI clients and handling a team of minimum 20-25 sales wealth Counsellors and Vice Presidents

- Past work (if applicable) reflects a track record of sales/ customer service excellence in financial products space

- Familiarity with quality KPIs and operational issues/management

Competencies:

- Excellent communication and convincing skills. High energy, persistency and commitment.

- Ability to work independently and demonstrate initiative and flexibility through effective and innovative excellence.

- Attention to detail and quality focused, excellent interpersonal and communication skills, strong influence, negotiation and diplomacy skills, excellent people management skills with positive drive, innovative, and collaborative behaviours and strong "can-do" orientation.

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