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Department: Sales & Distribution (Financial Planning)
Grade:Sr Manager / AVP
Organizational relationships Reports to:Financial Counsellor & Senior Lead Counsellor r/Sr. Senior Lead Counsellor / Regional Head / Head of Department/ Deputy Ceo
Purpose of the Job
Train & Motivate all the Financial Counsellor and guide him to achieve all the business number for the month. Along with that you have to achieve your own target with complete ownership of Sales, Operations and allied branch functions with Financial Planning for Clients.
This position holder will be responsible for managing key relationships and ensures business development across all distribution segments and manage Corporate & SMEs at all branch locations of the Cluster.
Will play a strategic role in the future growth and expansion of the organization
Responsible for achieving Sales for wealth solutions, acquiring HNI/UHNI(its an individual role).
Solutions: Mutual fund, Insurance, and other Wealth products along with Loan Book
Acquisition of new HNI & UHNI Clients.
Ensure right- selling by all team members through regular training & product Knowledge. Ensuring Compliance with regulations.
Confident & Assertive
Good Communicational skills abilities and pleasing personality Negotiation Skills
Ability to motivate and manage team/People Management.
IRDA & AMFI Certified is mandatory to complete with 3 month of joining
Role Specific Competencies:
Excellent Team Management & Leadership Skills Should be having a pleasing & smart personality. Key account management skills.
Should have an eye for detail. Product knowledge.
Market knowledge / extensively networked.
Formal Qualifications / Prior Work Exp
Graduate / MBA or C.A.
AMFI certification compulsory within three month of joining CTC – 9 to 12Lac
EXP – Min 5 Years Personal Laptop Mandatory
Job Category: Finance
Job Type: Full Time
Job Location: PAN INDIA
Job Experience: 5 year
Salary: 9 to 12 LPA
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