Designation: Manager

Location: India Haryana Regent Square, Gurgaon

Organization: Financial Services

Job Description:

Job Purpose

NA

Job Context & Major Challenges

Job Context: NA

Job Challenges: NA

Key Result Areas

KRA (Accountabilities) (Max 1325 Characters)

Supporting Actions (Max 1325 Characters)

KRA1

1. Planning and Executing Training for Internal Employees

- Planning training programs for Relationship officers for updating their knowledge and skills

- Being involved with them at branches for client conversations and business conversion

- Solving queries of internal employees over phones and emails

KRA2

2. Planning and Executing Training for External Employees

- Planning the training calendar for the month after consulting each of the sales stake holder in the assigned territory.

- Execute the month plan as per the calendar by travelling to the assigned branches in their territory





- Maintain records of training and customer conversations

KRA3

3. Aiding business through solving business challenges

- Develop content in terms of one pagers, Presentations, calculators, product comparisons, sales kit etc for stake holders

- Develop content for training internal employees

KRA4

4. Ensuring self development

- Complete certification programs such as Licentiate, Associate, Fellowship, NCFM etc

- External trainings to update knowledge in the financial sector

KRA5

5. Ensuring basic KPI’s are met

- 16 Mandays, 6 Sales Calls

- All Relationship officers active month on month in the assigned circle

- Ensure assigned branches are active month on month

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