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
- Reach 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.
Monitoring & Reporting
- 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.
Skills & Competencies Required
- 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.
Qualifications & Experience
- Bachelor's degree (mandatory).
- 12 years of experience in Customer Support / Advisor Relations / Sales Support / Operations.
- Experience in Insurance, Financial Services, or Channel Management preferred.
- Languages: English & Hindi (preferred).
Skills: interpersonal skills,relationship building,communication,operations,sales process,crm
