Job Purpose
1-
Provide the much-needed guidance to the existing annual Clients of ‘5 in 5 Strategy,’ ‘Mispriced opportunities’ & ‘Combo’ services so that they upgrade themselves to the premium range of a service like Premium Membership Program Subscription.
2-
Ensure that the renewals of the subscriptions are done in time before the expiry day of the existing clients.
Major Accountabilities
● Forms a part with the successful Premium Membership Program team based out of Mumbai to manage existing subscribers’ renewals and upgrades to LONG TERM subscriptions.
● Drives clarity for the clients with a fair understanding of the advantages of the premium services like LONG TERM subscription
● Manages a set of annual clients and keeps the connect strong for future upgrades to other
services such as ‘Dhanwaan/ TTO 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 reports 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
● Innovati

📌 Sales Associate/ Sr. Associate (Mumbai)
🏢 Equuentis
📍 Mumbai