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 prospects’ & ‘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 explicit, 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