Assistant Area Manager
Assistant Area Manager
Posted on :
24-08-2025
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1 Vacancy
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Job Description
Job Description :
Designation: Assistant Area Manager
( 4 – 6 Yrs. Of from life insurance agency background /wealth sales experience background from Wealth Management cos. Banks NBFCs & Broking wealth management & financial planning. )
The role involves:
reporting to Zone Head . Channel is FPD – Financial Product Distribution channel – selling multiple financial products with the help of 50-100 freelance – part time salaried distributors role holder will have to hire distributors & get business from them .Location : Rajkot Ahmedabad Trichy Chennai Visakhapatnam Hyderabad Nashik & Coimbatore
Key Result Areas (KRAs) & Responsibilities:
Achieve revenue growth & profitability to upscale the team
- To drive the sales targets for the team and build teams as per company's annual target and over all objectives.
- To focus on Revenue & Profitability with achievement of target and Yield with management.
- Giving financial solutions to customers as per financial planning & wealth management process as per customer need.
- To plan and execute various team level Initiatives to ensure business momentum and direction.
- To engage in new and innovative business planning activities to increase client acquisition and team profitability.
- To monitor individual and team performance and take steps to improve productivity and correct deviations if any.
To ensure training and development for team effectiveness
- Collaborate with the training team to ensure that the workforce is trained timely in products & processes as per business requirements.
- Make sure all the FPDs in the team attend the training.
- To monitor and foster all daily operations of the team.
- To handle a team of Financial Product Distributors and motivate them in target achievements.
- To plan and execute local area programs and referrals programs.
- To focus on the retention of customers higher revenue generation and referral activities.
- To continuously scan the local market penetration & competitive offerings & report on emerging trends for different Product Lines .
- To ensure client records are up to date in terms of financial details & contact ability and run data analytics on them on a periodic basis
- To ensure speedy resolution of client queries and grievances to maximize satisfaction levels.
To ensure effective risk management & policy adherence
- To ensure adherence of all regulatory compliances & critical policies set by the company.
- To build a Sales Driven proactive team and enhance their capabilities by regularly imparting relevant knowledge and skills required for the FPDs to achieve their goals efficiently.
- Meeting the Competition Teams and doing Competition Talent Mapping.
- Engaging the team and keeping them engaged and motivated and ensuring that there is minimum attrition in the team.
- To ensure that requisite product & behavioral trainings are imparted.
Skills
Agency Channel, Relationship Manager , Financial Planning, B2B, B2C Sales, Mutual Fund, SIP
Employment Type
Full Time
Key Skills
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