Business Development Executive
Equentis Wealth Advisory Services Pvt Ltd · Bengaluru · onsite · Posted 44d ago
About a minute. You'll make an account on the way through.
About this role
We are looking for dynamic, goal-oriented professionals to join our PMP team in Bangalore. In this role, you will help clients build long-term wealth through disciplined equity investments. This is a B2C inside sales position that requires high energy, persuasive communication, and a proactive approach to hitting targets .
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
- 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
What’s on Offer
- 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
Sourced from naukri
Skills
About Equentis Wealth Advisory Services

Equentis Wealth Advisory Services Pvt Ltd
Financial Services
530
employees
2009
17 years old
Mumbai, Maharashtra
India
₹7.1L PA avg
Avg at Equentis Wealth Advisory Services
₹3L – ₹8L PA
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10 reviews
Culture
2.0
Career growth
1.8
Work-life
2.0
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