LT Wealth Creation Counsellor jobs in Brigade Road (Bangalore) - Synapse Search Partners

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  • Job View 35 Views
  • Applicants Less than 5 Applicants
  • 2021-04-13 2021-10-13

Job Description

- 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 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.

Key Skills

Industry

Banking / Financial Services / Stock Broking

Functional Area

Financial Services / Banking, Investments / Insurance / stock market / Loan

Number of Vacancy

1

Qualification

Professional Degree, B.Com, M.B.A/PGDM


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