Wealth Manager

Role & responsibilities

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.

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.

Preferred candidate profile

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

Perks and benefits

5 working Days (Last 2 Saturday's working)

Work from office

Location- Mumbai - Lower Parel

Bangalore- Kormangala.