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    Job · 16370206

    Equentis Wealth Advisory Services Pvt Ltd logo

    Business Development Executive

    Equentis Wealth Advisory Services Pvt Ltd · Bengaluru · onsite · Posted 44d ago

    ₹3.0L - ₹8.0L PA1–6 yrsfulltimeSourced fromNaukri

    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

    B2CInside SalesEdtechSalescold callingEdtech Sales

    About Equentis Wealth Advisory Services

    Equentis Wealth Advisory Services Pvt Ltd logo

    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

    This role

    About

    Equentis Wealth Advisory offers non-discretionary equity investment guidance and research, addressing investor challenges of fear and greed in the equity market.

    Industries

    Financial Services

    Employee ratings

    10 reviews

    3.1/ 5

    Culture

    2.0

    Career growth

    1.8

    Work-life

    2.0

    Employees rate it well for

    Compensation & Benefits32Skill Development32

    Find them on

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    Business Development Executive · waiting for your command