• Manage a team of 12 Financial Planning officers & WealthManagement Consultants under the Direct Sales Force


• Ensure team is run in full strength and hire/replacement FPOs as per budgeted strength communicated.

• Achieve sales targets on issued FYP as per budgets informed.

• Implement training road map and ensure all FPOs are well trained as per needs and organizational objectives.

• Implement Needs based Selling and Activity Management processes among FPOs.

• Ensure Goal sheets and performance review process is in place within timelines.

• Support the business planning and implementation process for the business with the Manager.

• Submission for required reports as per the time lines.

• Review with Regional Manager as per agreed periodicity.

• Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes

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