Job Purpose

updated only location & reports section- rest all is unchanged.

pls approe asap

Job Context & Major Challenges

Job Context: NA

Job Challenges: NA

Key Result Areas

KRA (Accountabilities) (Max 1325 Characters)Supporting Actions (Max 1325 Characters)KRA11. 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 emailsKRA22. 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 conversationsKRA33. 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 employeesKRA44. Ensuring self development-Complete certification programs such as Licentiate, Associate, Fellowship, NCFM etc

-External trainings to update knowledge in the financial sectorKRA55. 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

📌 TM-Trng Manager-BB- Chandigarh (Punjab)
🏢 Financial services
📍 Punjab