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04/03 Heena
Senior Search Consultant at Synapse Search Partners

Views:565 Applications:101 Rec. Actions:Recruiter Actions:100

Wealth Counselor - BFSI (0-4 yrs)

Bangalore Job Code: 898965

- 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

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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