Job Title

Location – Jaipur, Chandigarh, Meerut, Kota, Udaipur, Allahabad, Lucknow, Ludhiana. (Local people from same City preferred) KRA's: Achieve revenue growth&profitability to upscale the team To drive thesales targetsfor the team and build teams as per company's annual target and over all objectives. To focus onRevenue&Profitabilitywith achievement of target and Yield management. Giving financial solutions to customers as per financial planning & wealth management process as per customer need. To plan and execute various team levelinitiativesto ensure business momentum and direction. To engage innew andinnovative businessplanning activities to increase client acquisition and team profitability. To monitor individual and team performance and take steps to improve productivityand correct deviations if any. To ensure training and development for team effectiveness Collaboratewith the training team to ensure that the workforce is trained timely in products & processes as per business requirements Make sure all the FPDs in the team attend thetrainingTo effectively manage day to day team administration and operations for smooth functioning of the team Tomonitorand foster all daily operations of the team To handle a team of Financial Product Distributors and motivate them in target achievements. To ensure customer management&engagement To plan and executelocal area programs andreferralsprograms To focus on the retention of customers, higher revenue generation and referral activities. To continuously scan the local marketpenetration&competitive offerings & report on emerging trends for different product lines. To ensure client records are up to date in terms of financial details & contact ability and run data analytics on them on a periodic basis To ensurespeedy resolutionof client queries and grievances to maximize satisfaction levels. To ensure effective risk management&policy adherence To ensure adherence of all regulatorycompliances&critical policiesset by the company.Team Building, Engagement&Development To build aSales Driven proactive teamand enhance their capabilities by regularly imparting relevant knowledge and skills required for the FPDs to achieve their goals efficiently. Meeting the Competition Teams and doingCompetition Talent Mapping. Engaging the FPDs and keeping them engaged and motivated and ensuring that there isminimum attritionin the team. To ensure that requisite product & behavioral trainings are impartedImportant: Age – Less than 33 yrs. Experience - 4 – 6 Yrs. Of from wealth sales experience background from Wealth Management cos. , Banks , NBFCs & Broking cos. In wealth management & financial planning . Notice Period – Max. 1- 2 months Local people from same City preferred Reporting to Zone Head Role – Person will be Location Head , heading City & reporting to Zone Head . Channel is FPD – Financial Product Distribution channel – selling multiple financial products with the help of 50-100 freelance – part time salaried distributors on vendors payroll .