Job Description

Group Company: Designation: Branch Head - OA (700015) Position description: Job Purpose: . To recruit and develop Personal Financial Advisor resulting in generation of new business and renewal of existing business Key Responsibilities Responsibilities . To ensure Licensing of the agents and building own team . To drive productivity of the new and vintage agents . To drive performance by implementing sales promotion for the PFA . To coach and mentor PFAs in providing need based solutions for customers . To deliver new business and renewal business through the new and vintage agents . To ensure business Reporting, MIS on sales call (LMS) maintained on a daily basis. Specific Authorities( Financial & Non Financial): NA Key Performance Indicators: . New agent acquisition Target Achievement = 100% . New Business Target Achievement = 100% . Renewal Business = 80% . PFA Activation Target Achievement = 100% Job Requirements: Qualifications: 10 th Pass Minimum Qualification , proficiency in MS Excel Experience: Minimum 3 years sales experience. Handling team experience will be an added advantage Functional Competencies .Relationship Management .Networking .Customer Orientation .Drive & Track Record Behavioral Competencies .Good Communication skills (English & Local language) .Presentable & Confident Key Interactions Internal : Nature or purpose of interaction Branch Operations .Coordinating for Business logins and details on policy IT - Application .LMS related operational requirements for affiliate campaigns .Sales workflow systems such as Unity-DM Box, Mobcast etc for training and Sales updates External: Nature or purpose of interaction Primary Responsibilities: .

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