Assistant Area Manager

23 hours ago

Lucknow, Uttar Pradesh, India HRhelpdesk Full time ₹ 5,00,000 - ₹ 10,00,000 per year

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 the sales targets for the team and build teams as per company's annual target and over all objectives. To focus on Revenue & Profitability with 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 level initiatives to ensure business momentum and direction. To engage innew and innovative business planning activities to increase client acquisition and team profitability. To monitor individual and team performance and take steps to improve productivity and correct deviations if any.

To ensure training and development for team effectiveness

Collaborate with 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 the training

To effectively manage day to day team administration and operations for smooth functioning of the team

To monitor and 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 execute local area programsand referrals programs

To focus on the retention of customers, higher revenue generation and referral activities.To continuously scan the local market penetration & 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 ensure speedy resolution of client queries and grievances to maximize satisfaction levels.To ensure effective risk management & policy adherence

To ensure adherence of all regulatory compliances & critical policies set by the company. Team Building, Engagement & DevelopmentTo build a Sales Driven proactive team and enhance their capabilities by regularly imparting relevant knowledge and skills required for the FPDs to achieve their goals efficiently. Meeting the Competition Teams and doing Competition Talent Mapping.

Engaging the FPDs and keeping them engaged and motivated and ensuring that there is minimum attrition in the team. To ensure that requisite product & behavioral trainings are imparted

Important: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 HeadRole – 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 freelance – part time salaried distributors on vendors payroll .

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