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33 Equentis Wealth Advisory Services Jobs
3-8 years
₹ 6 - 9L/yr
Bangalore / Bengaluru
1 vacancy
PMP- Senior Associate
Equentis Wealth Advisory Services
posted 5d ago
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 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
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 recommendations/solutions
Works cohesively with other teams and forms an important bond with other centers spread across issues clearly articulating the potential 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 companys 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
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 Indias fastest and best in class Equity advisory
organizations.
Employment Type: Full Time, Permanent
Read full job descriptionPrepare for Senior Associate roles with real interview advice
3-8 Yrs
₹ 7 - 9L/yr
Noida, Bangalore / Bengaluru, Mumbai