Operations Executive (Advisor Engagement Manager)
ConfidentialBengaluru / Bangalore, India1 day ago
Job descriptionReach out to advisors to obtain business and encourage consistent engagement. Build and maintain strong relationships through regular communication and follow-ups. Motivate advisors to achieve business goals and improve productivity. Track ASM (Area Sales Manager) activities and ensure timely updates in LSQ (Lead Status Queue). Audit the calls and reports updated by ASMs to ensure accuracy and completeness. Contact advisors to collect feedback and validate interactions recorded by ASMs. Excellent communication and interpersonal skills. Strong coordination and relationship management abilities. Analytical mindset with attention to detail. Good understanding of sales processes and advisor networks. Proficiency in CRM tools and LSQ systems. Strong problem-solving and escalation handling skills. Bachelor's degree (mandatory). 1–2 years of experience in Customer Support / Advisor Relations / Sales Support / Operations. Experience in Insurance, Financial Services, or Channel Management preferred. Languages : English & Hindi (preferred).
Job Title : Operations Executive (Advisor Engagement Manager)
Department : Advisor Relations
Location : Bangalore
Role Overview
The Operations Executive (Advisor Engagement Manager) will be responsible for maintaining strong relationships with advisors, ensuring smooth day-to-day functioning, and providing necessary operational and business support.
This role serves as a bridge between the company, Advisors, and Area Sales Managers (ASM), driving engagement, business growth, and service excellence.
Key Responsibilities
Advisor Support & Relationship Management
- Connect regularly with advisors to understand and resolve any issues or challenges.
- Act as the primary point of contact for advisor-related escalations and support requirements.
- Assist advisors with operational, technical, or process-related queries promptly and effectively.
Business Development & Engagement
Monitoring & Reporting
Skills & Competencies Required
Qualifications & Experience
Skills : interpersonal skills,relationship building,communication,operations,sales process,crm
Skills Required
CRM Tools
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Operation Executive • Bengaluru / Bangalore, India
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