Senior Associate

Country: India ROLE PROFILE
General
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
  
• Education
  (minimum/desirable) ● MBA + Graduate/Postgraduate in Financial
  and Other allied sectors. Other degrees
  may also be evaluated for fit.

• Experience
  ∙ Consider if you are fresh out of the college with no strings
  attached and open to building a fast-paced career.
  ● Can consider candidates from prior experience in Sales / BD /
  Customer support function but other industries like Hospitality,
  Aviation, Media, etc.
  ● Presentable and capability of dealing with Premium/ HNI clients
  ● 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
  
• What’s on Offer
  Remuneration
  and Perks ● One of the best in industry pay grades.
  ● Incentives that are truly jaw dropping
  ● Opportunity to become a shareholder in the company and grow
  with one of India’s fastest and best in class Equity advisory
  organizations.