NERVE CELL - ROLE PROFILE General Job Title : Department : Reports to (Job Title): Counsellor/ Sr. Counsellor - Nerve Cell Nerve Cell Business Excellence - Bangalore Major Accountabilities ● A team of Market Specialists with advanced skills plays an integral role in preparing the client for what to expect as an integral aspect of becoming a well-rounded investor. ● The client is swiftly briefed on the ongoing developments in the markets, whether they are favorable or less favorable. ● The discussions also delve deeply into matters related to portfolio performance and any particular recommended stock that appears to be a vulnerability in the client's portfolio. ● The Nerve Cell introduces topics that should be discussed during Ask-The-Expert (ATE) sessions, with a minimum of two sessions occurring prior to the initial presentation of the PMP Sales team to a new, inexperienced client. ● The Nerve Cell also serves as a support system for clients experiencing problems related to portfolio updates, dashboard access, and difficulties in reaching customer service. ● The Nerve Cell provides a remarkable experience that the client had never envisioned before, where a single specialist takes care of their portfolio, market-related matters, and operational concerns. ● The Nerve Cell is responsible for shaping the 'Client Investor Profile.' (Client Profiling)



● The handshake between the Nerve Cell and the PMP Sales Counselor (Sales team) involves a strategic exchange of information on the client's profile, investment behavior, capacity to invest, potential for upgrading to higher-level services (affordability), key conversational do's and don'ts, and what resonates positively with the client during calls. This exchange is both insightful and impactful.

Expectations &

Skills: ● 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 ● 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 ● Presentable and capability of dealing with Premium/ HNI clients ● Candidates from the background of Investment Banking, Banking, Financial sector, Client engagement in terms of financial products

Job Types: Full-time, Permanent

Pay: ₹300,000.00 - ₹650,000.00 per year

Benefits

- Health insurance
- Provident Fund

Work Location: In person

📌 Counsellor (Koramangala)
🏢 Equentis Wealth Advisory
📍 Koramangala