Wealth Counselor - BFSI

- Provide the much-needed guidance to the existing annual Clients of - 5 in 5 Strategy,-

- Vision 2025- & - Combo- services so that they upgrade themselves to the premium range of a service like Life Time Subscription.

- Ensure that the renewals of the subscriptions are done in time before the expiry day of the existing clients.

Major Accountabilities :

- Seeds the team based out of Bangalore 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

- Manages a set of annual clients and keeps the connect strongly 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

Salary offered: 9-16LPA