Job 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 Sales .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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