Executive Search Consultant at Synapse Partners
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Wealth Counselor - Sales - Bank (1-5 yrs)
This role would be responsible for maintaining relationship with the existing customers, providing much-needed guidance to the existing annual Clients in the company, using the products & services of the company, 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.
Responsibilities :
- Seeds the 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.
- 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.
KPI :
- 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 behaviours: in line with standards of the company.
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