Job Description

Role description A Position Overview Position Title Wealth Planning Consultant/ Executive WPO/ Senior WPO Department Agency Level/ Band 202-205/ Officer Role Summary : Responsible for Sales, Relationship Management and Customer Orientation & Reporting. B Organizational Relationships Reports To Sales Manager Supervises Individual Contributor C Job Dimensions Geographic Area Covered NA Stakeholders - Internal Agency Sales Stakeholders - External NA D Key Result Areas Sal es . Achieve the Productivity & FYP Targets . Acquire New Customer through following: . Natural market . References . Up- sell & Cross Sell the Orphan Base of Customers allocated. . Ensuring timely issuance of policies by resolving pending etc Relationship Management . Render service to all allocated customers . Adhere to the customer touch-point engagement in order to service his portfolio of customers. . Maintaining the desired persistency rati Customer orientation & reporting/ (MIS) . Implement and adhere to Need Based Selling Model. . Adhere to Activity management framework advised . Follow - up on their database / leads provided by Lead Management System (Orphan/ New Prospects. . Update the LMS (Lead management System) on a daily basis. . Adhering to the Training Road map. . Providing timely reports to the Supervisor / Area manager as per the requirement. . Adhering to the TALIC code of conduct Risk . Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes. E Skills Required Technical Behavioral Essential Desired Interpersonal skills . Communication skills . Creative thinking skills . Supervising/Leadership skills . Teamwork Skills . Influencing skills . Relationship Building skills . Decision making skills . F Incumbent Characteristics Essential Desired Qualification Graduate Post Graduate (MBA or relevant degrees) Experience Minimum 1 - 2 years of experience in Sales Fresh Post Graduates

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