Qualification required; MBA-Finance or CA or CFA or CFP . Responsibilities: - To lead a team of Advisors &amp; experts to deliver best-in-class Financial advisory to INDmoney's gold members. - Train, mentor and monitor the performance of the Gold membership advisory team. - Create a scalable playbook that delivers customer success and high engagement. - Key KPI's include: Renewals, Net Promoter Score (NPS) and AUM (Assets Under Management) - Work with Product and technology team members to drive automation and scale. - Keep yourself updated with regulation and ensure that the team is compliant. Requirements: - Minimum 7 years of experience in driving "Customer Success" in organizations. - Prior experience of managing a high-volume customer base and large teams. - Ability to work well and thrive in a team environment. - Proven track record of meeting quarterly and annual renewal and upsell metrics. - Familiarity with online CRM tools. - Adept at creating manuals and playbooks to scale the processes. - Understanding of challenges and opportunities in start-up environments. - Strong with data and analytics. Should be adept at productivity metrics. - Familiarity with financial services and investment products.

Gurgaon/Gurugram

INDwealth - Head - Investment Advisory 

INDwealth - Head - Investment Advisory  ,Job Description for INDwealth - Head - Investment Advisory  in INDwealth in  Gurgaon/Gurugram for (7-12) years of experience. Apply Now!

Job Description for INDwealth - Head - Investment Advisory  in INDwealth in  Gurgaon/Gurugram for (7-12) years of experience. Apply Now!