Currently we have an excellent opportunity with a fast growing SEBI registered FinTech in the investment advisory domain.

The company is growing exponentially in their journey to become a unicorn by 2023. The client has 10 Lakh registered customers on their FinTech platform.

Working days : - Monday to Friday: 9:30 am to 6.30 pm; Saturday (1st, 3rd and 5th),Daily reporting to office

Position : - Wealth Counsellor

Location : Bangalore

Job Purpose :

Major Accountabilities :

Forms a part with the successful Premium Membership Program 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 centres 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

Experience:

- 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

Competencies :

- Excellent 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 behaviours and strong - can-do- orientation.

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