Wealth Management Specialist

4 weeks ago


Abu Dhabi, United Arab Emirates ADRI Full time
To work as manager for the branch and generate revenues with optimum utilization of available resources and would also be responsible for building the team of development managers and PFA s, motivating, mentoring and guiding the team
  • 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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