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  • 1 - 5 Years
  • Posted : above 1 month

Job Description:


  • 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
  • Profile Summary:

    Employment Type : Full Time
    Eligibility : Any Graduate
    Industry : Insurance, Real Estate
    Functional Area : Banks/Insurance/Financial Services
    Role : Bank Assurance,Broker,Insur ance Advisor,Relationship Mg
    Salary : Rs 1.00 - 3.00 Lacs p.a.
    Deadline : 07th Jan 2020

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