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