Designation Assistant Area Manager 4 - 6 Yrs Of from life insurance agency background wealth sales experience background from Wealth Management cos Banks NBFCs Broking cos In wealth management financial planning The role involves 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 role holder will have to hire distributors get business from them Location Kanpur Meerut Chandigarh Key Result Areas KRAs Responsibilities 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 with 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 in recent 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 programs and 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 Development To 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 team 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

📌 Assistant Area Manager - Insurance Agency (Chandigarh)
🏢 Boolean Staffing Recruitment Solutions
📍 Chandigarh