Job Description
(A collection of duties and/or responsibilities assigned) Will manage team of 6-7 DCDM on-role
employee Advisors and financial consultant
Act as a mentor, coach for the team to drive Business/Sales Targets
Enhance FC earnings based on vintage.
Focusing on advisor and FC retention.
Focus on Customer retention.
Generate sales leads through Financial Consultants and advisors by upselling and cross selling of product
mix
Bring in best practices to offer excellent experience while onboarding customers.
Maximize sales productivity of the team and achieve sales targets
Responsible for branch unit.
Provide in-the-field support to direct reports by joining them on calls and providing coaching and
feedback based on performance
Responsible for capacity building at branch level
To empha on talent retention and managing attrition.
