Development- Agency

Development- Agency

Skywings Advisors | Kochi, KL, IN

Posted 24 days ago

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Roles and Responsibilities
Job Purpose
• To recruit and develop Personal Financial Advisor resulting in generation of new business and renewal of existing business
Key Responsibilities Responsibilities
• To ensure Licensing of the agents and building own team
• To drive productivity of the new and vintage agents
• To drive performance by implementing sales promotion for the PFA
• To coach and mentor PFAs in providing need based solutions for customers
• To deliver new business and renewal business through the new and vintage agents
• To ensure business Reporting, MIS on sales call (LMS) maintained on a daily basis. Specific Authorities( Financial & Non Financial)
NA Key Performance Indicators
• New agent acquisition Target Achievement = 100%
• New Business Target Achievement = 100%
• Renewal Business ( = 80%
• PFA Activation Target Achievement = 100%
HR/ JD/ Ver1.0/1st Feb 2020
Job Requirements Qualifications
10th Pass Minimum Qualification , proficiency in MS Excel Experience
Minimum 3 years sales experience. Handling team experience will be an added advantage
Functional Competencies
• Relationship Management
• Networking
• Customer Orientation
• Drive & Track Record Behavioral Competencies
• Good Communication skills (English & Local language)
• Presentable & Confident
Key Interactions Internal Nature or purpose of interaction
Branch Operations
• Coordinating for Business logins and details on policy
IT - Application
• LMS related operational requirements for affiliate campaigns
• Sales workflow systems such as Unity-DM Box, Mobcast etc for training and Sales updates