Search consultant at Synapse Search Partners
Views:17 Applications:14 Rec. Actions:Recruiter Actions:5
Wealth Creation Counselor - Sales - Financial Services (0-5 yrs)
LT Wealth Creation Counsellor
- 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 a Lifetime subscription
- Manages a set of annual clients and keeps the connection strongly for future upgrades to other services such as Dhawaan/ 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.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
