EXECUTIVE
TRAINEE TIED AGENCY (UNIT MANAGER)
ROLE & SKILL DEVELOPMENT
Recruitment of Advisors to setup own distribution
channel
Managing Team
- Accompany your team members on client calls and help them
in closing sales leads.
- Manage and mentor your team to help them to achieve their
respective targets.
- Enhance your team's business productivity through up-gradation
of knowledge and selling skills.
Manage Sales Efficiencies
- Ensure your team members are performing as per the business
requirement.
- Focus on optimal product mix through your team and manage
sales efficiency.
- Manage to achieve high premium per policy.
Structured, transparent well defined career path to facilitate
growth.
Attractive recognition platform for performing advisors and
employees through our R & R initiative.
Career Progression For Unit Manager
EXECUTIVE TRAINEE - ALTERNATE CHANNEL
(FINANCIAL SERVICE CONSULTANT)
ROLE & SKILL DEVELOPMENT
Direct Sales Management
- Taking responsibility of the assigned geographical area,
generating leads in the area & prospecting new business
from the assigned areas.
- Getting referrals from existing customers.
- Doing cold calling, closing sale and following up on
issuance.
Sales Promotions
- Involvement in work site activities (putting up stalls
and making presentations in various organization.
- Meeting the correct authority in the corporate world.
- Getting permission to make presentations to employees.
- Meeting maximum number of employees in each corporate.
Relationship management and financial planning for
own customers
- Effective relationship management with Bank Manager /
Staff.
- Establishing & strengthening relationship with branch
manager & staff to gain
referrals from them.
- Generating leads from respective bank branches &
fulfilling the leads.
Financial Service Consultant can be absorbed
in any one of the following alternate channels by the organization
Direct Marketing • Health Assurance • Bancassurance
& Alliances • Assets
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