Branch Head - DSF
PuneFull-time8–10 yrsPosted 1 week ago
Senior finance role at Tata AIA Life Insurance in Pune. Needs 8–10 years and an MBA.
About the role
Drives sales in the zone through liaison with channel partners, Interacts with sales staff of the channel partners to motivate them to sell company products, Manages customer queries & complaints & ensures they are resolved.
What you'll do
- Manage a team of 12 Financial Planning officers & Wealth Management 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
What you need
- Sales
- Wealth management
- Budgeting
- Cross-selling
- Reporting
- Compliance
Good to have
- Channel sales