Job Description

Role description A Position Overview Position Title Wealth Sales Manager Department Partnership Distribution Level/ Band Asst. Manager / Manager Role Summary: To manage HNI sales and business objective of the selected category branches, meeting or exceeding key targets To ensure achievement of sales targets with optimal market coverage Benchmark competition objectives and identify whitespaces, in order to increase wallet share To effectively lead and manage sales team by providing them with ongoing coaching To ensure that the sales behavior, sales ethics and sales practices of the sales team comply with company standards and regulations To closely work with the branch level partner\'s stakeholders and internal hierarchy design sales strategies and initiatives that will cause improvement of sales performance. B Organizational Relationships Reports To Asst Circle Manager/ Sr Circle Manager Supervises CAM/ FLS C Job Dimensions Geographic Area Covered Branch/ Cluster Internal Stakeholders Training Product Management Marketing Branch Operations Distribution Operations External Channel Partner D Key Result Areas Achieve ANP targets through assigned branches . Orient direct reportees to achieve pre-set business targets on ANP/ EP, case count, active branch, active sales staff and various KPIs for designated branch . Develop joint business and implementation plans with branch manager . Interact regularly with Sales/ operations team to set targets & achieve required sales . Initial grooming of the CAMs/ BOs in presentation & selling skills . Make joint calls with sales team . Accompany the sales team on calls with high-ticket clients . Build up and maintain solid relationship and rapport with partner\'s branch managers and LGs Training of the sales team . Provide on-going training to partner\'s staff, including products, sales technique, prospecting, objection handling and sales operation and process etc. . To train the CAMs/ BOs on Presentation and Selling Skills Monitor sales & provide support . Analyze the productivity of Sales / operation team to ensure they are delivering as per expectations . Ensure that the high performers are suitably rewarded & kept motivated . Counsel the low performers to assess the reasons for low productivity . Accompany the low performers on calls & give them special attention to motivate them . Organize trainings for low performers to ensure they are conceptually strong . Maintain and observe Company\'s internal control and standards . Implement and observe the Company\'s Compliance Policy . Act as an escalation point for issues pertaining to policy issuance MIS & Reporting . Design and circulate business MIS and reports to various stakeholder as required . Analyze data cuts on Business Performance and share the findings with the supervisors E Skills Required Technical HNI Sales and Query Handling Product/Subject matter expertise Team Management skills Mentoring skills Business perspective & planning Performance Management skills Finance / Insurance industry awareness Interviewing skills Self management Problem solving skills Peer level co-ordination and influencing skills Behavioral Essential Desired Interpersonal skills . Communication skills . Creative thinking skills . Supervising/Leadership . Teamwork Skills . Influencing skills Relationship Building skills . Decision making skills . Language Skills English, Local language F Incumbent Characteristics Essential Desired Qualification Graduate PG / MBA Experience 4 - 6 years Sales Experience (Insurance / Financial Service Background)

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