LT Wealth Creation Counsellor

Synapse Search Partners

- 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

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

• 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