LT Wealth Creation Counsellor

Key Skills

Presentation Skills Communication Skills LT Wealth Creation Counsellor Financial Consultant

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 ges 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.
  • Experience

    0 - 2 Years

  • No. of Openings

    1

  • Education

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

  • Role

    LT Wealth Creation Counsellor

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    [ Male / Female ]

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

About Synapse Search Partners

Synapse Search Partners uses a flexible and robust methodology to furnish seamless workflow-driven talent acquisition strategies that can help identify, attract and retain talent.
We work closely with our clients to understand their requirements, business culture, and formulate a customized strategy to deliver tailored solutions to meet their organizational objectives.
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