Senior Search Consultant at Synapse Search Partners
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Wealth Counselor - BFSI (0-4 yrs)
- 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
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