Deputy Manager - Personal Financial Advisor Development

Kaarlo Office 2: Recruitment and Development of Personal Financial Advisor(agents interacting with customers),

Generation of new business and renewal of existing business through a team of engaged Personal Financial Advisors

Building a team of PFAs:

- Identifying prospective PFAs as per the guidelines of the organisation

- Coordinating the appointment process of the PFAs

- Activisation of successfully appointed new PFAs through handholding, participation in OJT and ensuring their motivation to sell

- Achieving the number of active PFAs in his / her team as per the organisations targets

- Deliver sales targets and ensure adherence to the Mandated Sales Process:

- Prepare monthly and annual action plans to achieve his/her goals

- Ensuring adherence by PFAs to the Sales process as mandated by the company

- Motivating and ensuring Revenue targets (as may be set from time to time) for the PFA are achieved

- Measurement and tracking of relevant metrics for PFAs

- Ensure that R&R schemes are communicated to understood by the PFAs in the team and used effectively to motivate and help team perform

- Work towards achieving the target sales and product mix from the team of PFAs

- Track customer proposals through to conversion

- Training and Grooming his / her team of PFAs:

- Identify training needs across the team

- Co-ordination with Branch Development Partner for the development and training of PFAs in his team

- Mega launch of each new PFA

- Maintain ongoing communication and connect with the team to share details of upcoming contests, R&R, processes, etc.

- Perform the role of a people manager fostering a culture of ownership, customer focus, entrepreneurship and team work across the entire branch

Requirements :

Job Requirements - Experience Minimum 3 years sales experience. Handling team of minimum 5 will be an added advantage

- ANY UG qualified

Functional Competencies :

- Proficiency in computer

- Good communication skills

- Multi function co-ordination

- Profit driven mindset