Assistant Area Manager, FPD (Financial Product Distribution)

1) Team Building, Engagement & Development :

a) 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.

b) Meeting the Competition Teams and doing Competition Talent Mapping.

c) Engaging the FPDs and keeping them.

2) To ensure effective risk management & policy adherence

3) To ensure customer management & engagement :

a) To plan and execute local area programs and referrals programs

b) To focus on retention of customers, higher revenue generation and referral activities.

c) To continuously scan the local market penetration & competitive offerings & report on emerging trends for different product lines.

d) To ensure client records are up to date in terms of financial details & contact ability

e) To ensure speedy resolution of client queries and grievances to maximize satisfaction levels.

4) To effectively manage day to day team administration and operations for smooth functioning of the team :

a) To monitor and foster all daily operations of the team

b) To handle a team of Financial Product Distributors and motivate them in target achievements.

5) To ensure training and development FPDs for team effectiveness

6) Achieve the revenue growth & profitability to upscale the team

a) To drive the sales targets for the team and build teams as per companys annual target and over all objectives.

b) To plan and execute various team level initiatives to ensure business momentum and direction.

c) To engage in new and innovative business planning activities to increase client acquisition and team profitability.

d) To monitor individual and team performance and take steps to improve productivity and correct deviations if any.

Skills Required

Fpd, Relationship Management, Equity Broking, Investment Advisory, Portfolio Management, Mutual Funds