Job Role :

General Job Title : LT Wealth Creation Counsellor

Department : Life Time - AVENGERS

Reports to (Job Title) : Head AVENGERS- Bangalore / Mumbai

Job Purpose :

Provide the much-needed guidance to the existing annual Clients of - 5 in 5 Strategy,- - Vision 2025- & - Combo- services so that they upgrade themselves to the premium range of a service like Life Time Subscription. Ensure that the renewals of the subscriptions are done in time before the expiry day of the existing clients.

Major Accountabilities :

- Seeds the Avengers team based out of Bangalore to manage existing subscribers renewals and upgrades to Lifetime subscriptions.

- Drives clarity for the clients with a fair understanding of the benefits of the premium services like Lifetime subscription

- Manages a set of annual clients and keeps the connect strong for future upgrades to other services such as - Dhanwaan/ EWA 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 report 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 behavior's: in line with standards of Research and Ranking

Ideal Background Education (minimum/desirable) :

- MBA + Graduate/Post Graduate in Financial and Other allied sectors.

Experience :

- If you are fresh out of the college with no strings and baggage 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

Other Competencies :

Deal breaker for this role is super communication and convincing skills. High energy, persistency and commitment. Ability to work independently and demonstrate initiative and flexibility through effective and innovative excellence. Attention to detail and quality focused, excellent interpersonal and communication skills, strong influence, negotiation and diplomacy skills, excellent people management skills with positive drive, innovative, and collaborative behaviors & strong - can-do- orientation.

Please share cv's if interested.

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