•Required Skills & Competencies
Acquire, develop and grow the business through independent business partners.
Local network, product knowledge, Market knowledge is mandatory .
Consistently organize sales/ product training for business partners.
Utilization of smart products across investments, insurance, lending solutions and relevant viable technology service (Group platform).
Ensure that business partners are well aware of our offering and customers needs .
Flexible enough to travel out of office to meet prospects.
Flexible enough to travel out of office to meet prospects.
To consistently acquire new business partners
• To identify and empanel business partners with relevant customer base
• To manage Business partner activation & ensure adequate flow of leads to meet business targets
To achieve targeted sales volume
• To monitor the quality of business sourced by Business Partners
• To achieve the targets set by business head in terms of number of active partners acquired & retained, amounts mobilized, number of products sold, persistency of SIP etc.
To contribute to customer satisfaction initiatives
• Ensuring focus on complaints being recorded adequately & resolved within pre agreed TATs including escalation matrices being developed and adhered to.
Adherence to SOPs
• Ensure the adherence of all regulatory compliances & critical policies of organization.
• To help the risk & review process through continual monitoring of client profile & ensuring thorough documentation relating to proposals & KYC procedures.
To formulate periodic MIS and report them periodically
· Ensuring that the MIS are updated basis decided frequencies and shared with the Business Team
Consistently ensure the self-development
• Focusing on self-development to ensure relevance in business. Ensuring that all regulatory tests and standards including but not only
Bachelors
Any Bachelors Degree
sales,product training,business performance,
Banking/Financial Services/Broking