Recruitment Consultant at Synapse Search Partners
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Wealth Counselor - Sales - Financial Services (0-5 yrs)
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 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.
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