Job Description:

Responsible for sourcing, selection & recruitment of Personal Financial Advisors (PFAs) and developing and monitoring them towards achieving sales targets in a branch Performs personnel management including recruiting and performance review This would be the first level of management responsible for handling a team of insurance agents



  • Building a team of PFAs

  • o Identifying prospective PFAs as per the guidelines of the organisation 

    o Coordinating the appointment process of the PFAs 

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

    o 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

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

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

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

    o Measurement and tracking of relevant metrics for PFAs 

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

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

    o Track customer proposals through to conversion


  •  Training and Grooming his / her team of PFAs

  • o Identify training needs across the team 

    o Co-ordination with Branch Development Partner for the development and training of PFAs in his team o Mega launch of each new PFA

    o 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




  • Bachelors degree in economics, finance or relevant field

  • 2 to 5 years of relevant experience in go-to customer type of sales 

  • Strong organizational and communication skills



    Profile Summary:

    Employment Type : Full Time
    Eligibility : Any Graduate
    Industry : Banking
    Functional Area : Sales/Business Development
    Role : Channel Sales,Corporate Sales,Direct/Commissio n Sales,R
    Salary : Rs 0.50 - 2.50 Lacs p.a.
    Deadline : 20th Feb 2020

    Key Skills:

    Company Profile:

    Not Mentioned

    These free online tutorials may interest you

    People who search this job also searched for the following Keywords

    Salary trends based on over 1 crore profiles

    View Salaries

    All rights reserved © 2018 Wisdom IT Services India Pvt. Ltd DMCA.com Protection Status