- Location
- Telangana, India
- Job type
- Full-time
Required skills
- business objectives
- client acquisition
- customer retention
- data analytics
- employee engagement
- financial planning
About the role
Aditya Birla Sun Life Insurance
Website:
adityabirlacapital.com
Job details:
Key Result Areas (Consolidated Text)
- Achieve Revenue Growth & Profitability to Upscale the Team
- Drive team sales targets and build team capabilities in line with the company’s annual goals and overall business objectives.
- Focus on revenue and profitability through effective target achievement and yield management.
- Provide financial solutions to customers based on their financial planning and wealth management needs.
- Plan and execute team-level initiatives to sustain business momentum and strategic direction.
- Engage in innovative business planning activities to increase client acquisition and team profitability.
- Monitor individual and team performance, improve productivity, and address performance gaps.
- Ensure Training and Development for Team Effectiveness
- Collaborate with the training team to ensure employees receive timely training on products and processes as per business requirements.
- Ensure all FPDs in the team attend mandatory training programs.
- Effectively Manage Day-to-Day Team Administration and Operations
- Monitor and foster the smooth functioning of daily team operations.
- Lead and motivate a team of Financial Product Distributors (FPDs) to achieve business targets.
- Ensure Customer Management & Engagement
- Plan and execute local area programs and referral initiatives.
- Focus on customer retention, revenue generation, and referral-based business.
- Continuously scan the local market for penetration opportunities, competitive offerings, and emerging trends across product lines.
- Ensure client records are updated with accurate financial and contact information and leverage periodic data analytics for business insights.
- Ensure speedy resolution of client queries and grievances to maximize customer satisfaction.
- Ensure Effective Risk Management & Policy Adherence
- Ensure adherence to all regulatory compliances, organizational policies, and critical governance requirements established by the company.
- Team Building, Engagement & Development
- Build a sales-driven and proactive team by regularly enhancing knowledge and skills required to achieve business goals.
- Engage with competition teams and conduct competition talent mapping exercises.
- Drive employee engagement, motivation, and retention to ensure minimal attrition within the team.
- Ensure appropriate product, process, and behavioral training programs are delivered to team members.
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