Job Description
Job Purpose: To Recruit and develop Personal Financial Advisor resulting in generation of new business and renewal of existing business
Key Responsibilities:
– To ensure Licensing of the agents and building own team
– To drive productivity of the new and vintage agents
– To drive performance by implementing sales promotion for the PFA
– To coach and mentor PFAs in providing need-based solutions for customers
– To deliver new business and renewal business through the new and vintage agents
– To ensure business Reporting, MIS on sales call (LMS) maintained on a daily basis
– To carry out and report AWS process and activities