We are looking for dynamic, goal-oriented professionals to join our PMP team in Bangalore. In this role, you will help clients build long-term wealth through disciplined equity investments. This is a B2C inside sales position that requires high energy, persuasive communication, and a proactive approach to hitting targets .

Job Purpose

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.

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 Bangalore to manage existing subscribers’ renewals and upgrades to LONG TERM subscriptions.
- Drives clarity for the clients with a fair understanding of the perks of the premium services like LONG TERM subscription
- 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

What’s on Offer
- Quality: As per KPIs and qualitative feedback from the clients
- Operational efficiency: Ensure optimal resource utilization
- Innovation: Ability to find creative ways to build client base and grow
- Values and behaviors: in line with standards of Research and Ranking

📌 Business Development Executive (Bengaluru)
🏢 Equentis Wealth Advisory
📍 Bengaluru