Job Purpose
Job Purpose Description
Key Result Areas | Supporting Actions |
- 1. Planning and Executing Training for Internal Employees
-Planning training programs for Relationship officers for updating their knowledge and skills -Being involved with them at branches for client conversations and business conversion -Solving queries of internal employees over phones and emails | - 1. Aiding business through solving business challenges
- Develop content in terms of one pagers Presentations calculators product comparisons sales kit etc for stake holders - Develop content for training internal employees |
- 2. Planning and Executing Training for External Employees
- Planning the training calendar for the month after consulting each of the sales stake holder in the assigned territory. -Execute the month plan as per the calendar by travelling to the assigned branches in their territory -Maintain records of training and customer conversations | 2. Ensuring self development -Complete certification programs such as Licentiate Associate Fellowship NCFM etc -External trainings to update knowledge in the financial sector |
- 3. Ensuring basic KPIs are met
-16 Mandays 6 Sales Calls - All Relationship officers active month on month in the assigned circle -Ensure assigned branches are active month on month | |
Note:The role requires travelling 12-15 days in a month to his/her allocated branches. | |
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5) Job Purpose of Direct Reports:Describe the job purpose of the direct report/s to the job (in 2-3 lines for each report) |
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6) Relationships:Describe the nature and purpose of most important contacts or relationship (except superior/team members) with individuals departments organizations inside and outside of the organization that job is required to interact with in order to deliver the job objectives |
Relationship Type | Frequency | Nature |
Internal |
|
|
Sales | Regular | For daily updates. Training related activities To update about training interventions To impart training & upgrading there knowledge |
External |
|
|
Channel partners Consultant Trainers | Daily Daily | To impart training & upgrading there knowledge To upgrade there training skills & discuss about the training calendar. |
Required Experience:
Manager
Job PurposeJob Purpose DescriptionKey Result Areas Supporting Actions1. Planning and Executing Training for Internal Employees-Planning training programs for Relationship officers for updating their knowledge and skills-Being involved with them at branches for client conversations and business co...
Job Purpose
Job Purpose Description
Key Result Areas | Supporting Actions |
- 1. Planning and Executing Training for Internal Employees
-Planning training programs for Relationship officers for updating their knowledge and skills -Being involved with them at branches for client conversations and business conversion -Solving queries of internal employees over phones and emails | - 1. Aiding business through solving business challenges
- Develop content in terms of one pagers Presentations calculators product comparisons sales kit etc for stake holders - Develop content for training internal employees |
- 2. Planning and Executing Training for External Employees
- Planning the training calendar for the month after consulting each of the sales stake holder in the assigned territory. -Execute the month plan as per the calendar by travelling to the assigned branches in their territory -Maintain records of training and customer conversations | 2. Ensuring self development -Complete certification programs such as Licentiate Associate Fellowship NCFM etc -External trainings to update knowledge in the financial sector |
- 3. Ensuring basic KPIs are met
-16 Mandays 6 Sales Calls - All Relationship officers active month on month in the assigned circle -Ensure assigned branches are active month on month | |
Note:The role requires travelling 12-15 days in a month to his/her allocated branches. | |
| |
| |
5) Job Purpose of Direct Reports:Describe the job purpose of the direct report/s to the job (in 2-3 lines for each report) |
|
6) Relationships:Describe the nature and purpose of most important contacts or relationship (except superior/team members) with individuals departments organizations inside and outside of the organization that job is required to interact with in order to deliver the job objectives |
Relationship Type | Frequency | Nature |
Internal |
|
|
Sales | Regular | For daily updates. Training related activities To update about training interventions To impart training & upgrading there knowledge |
External |
|
|
Channel partners Consultant Trainers | Daily Daily | To impart training & upgrading there knowledge To upgrade there training skills & discuss about the training calendar. |
Required Experience:
Manager
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