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Wealth Management Specialist
4 weeks ago
To Achieve the desired revenue targets and persistency targets for the branch
To recruit effective and efficient team of DMs and PFAs
To Handle first level Complaints of Employee, PFA, Policy Holders
To Maintain the desired Login vs Issuance Rate
To Maintain the desired PFA activation rate and percentage of club qualifiers
To Plan for daily, monthly and yearly activities
To Conduct and Monitor branch activities on daily basis.
To provide Training and inputs to the team.
To maintain the desired product mix
To Interact with senior management for resolution of critical issues.
To Advise the agency force with regular updates
RequirementsJob Requirements
Qualifications: Graduate / Post Graduate
Experience: 5 to 7 years of Experience in Insurance Sales
Functional Competencies
Sales Ability
Capacity and Business Planning
Team Development
Performance Management
Behavioral Competencies
Demonstrate market insight
Work with Strategic foresight
Developing Team Capability
Driving Team Results
Agency Preferable
BenefitsSalary up to 7 LPA
Good career growth
Job Requirements Qualifications: Graduate / Post Graduate Experience: 5 to 7 years of Experience in Insurance Sales Functional Competencies Sales Ability Capacity and Business Planning Team Development Performance Management Behavioral Competencies Demonstrate market insight Work with Strategic foresight Developing Team Capability Driving Team Results Agency Preferable
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