Role & responsibilities

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.

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
Manages a set of annual clients and keeps the connect robust for future upgrades to other services such as Dhawaan/ 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.

Preferred candidate profile

Can consider candidates from prior experience in Sales / BD /

Customer support function but other industries like Hospitality,

Aviation, Media, etc.
Presentable and capability of dealing with Premium/ HNI clients
Past work (if applicable) reflects a track record of sales/ customer service excellence in financial products space
Familiarity with quality KPIs and operational issues/management

Perks and advantages

5 working Days (Last 2 saturday's working)

Work from office

Location- Mumbai - Lower Parel

📌 Sales Wealth Advisor Navi Mumbai
🏢 Equentis Wealth Advisory
📍 Navi Mumbai