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Location

Mumbai | India

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Job description

Job Description

A Position Overview

Position Title

Wealth Sales Manager

Department

Partnership Distribution

Level/ Band

Asst. Manager / Manager

Role Summary:

• To manage HNI sales and business objective of the selected category branches, meeting or exceeding key targets
• To ensure achievement of sales targets with optimal market coverage
• Benchmark competition objectives and identify whitespaces, in order to increase wallet share
• To effectively lead and manage sales team by providing them with ongoing coaching
• To ensure that the sales behavior, sales ethics and sales practices of the sales team comply with company standards and regulations
• To closely work with the branch level partner's stakeholders and internal hierarchy design sales strategies and initiatives that will cause improvement of sales performance.

B Organizational Relationships

Reports To

Asst Circle Manager/ Sr Circle Manager

Supervises

CAM/ FLS

C Job Dimensions

Geographic Area Covered

Branch/ Cluster

Internal Stakeholders

Training

Product Management

Marketing

Branch Operations

Distribution Operations

External

Channel Partner

D Key Result Areas

Achieve ANP targets through assigned branches

. Orient direct reportees to achieve pre-set business targets on ANP/ EP, case count, active branch, active sales staff and various KPIs for designated branch

. Develop joint business and implementation plans with branch manager

. Interact regularly with Sales/ operations team to set targets & achieve required sales

. Initial grooming of the CAMs/ BOs in presentation & selling skills

. Make joint calls with sales team

. Accompany the sales team on calls with high-ticket clients

. Build up and maintain solid relationship and rapport with partner's branch managers and LGs

Training of the sales team

. Provide on-going training to partner's staff, including products, sales technique, prospecting, objection handling and sales operation and process etc.

. To train the CAMs/ BOs on Presentation and Selling Skills

Monitor sales & provide support

. Analyze the productivity of Sales / operation team to ensure they are delivering as per expectations

. Ensure that the high performers are suitably rewarded & kept motivated

. Counsel the low performers to assess the reasons for low productivity

. Accompany the low performers on calls & give them special attention to motivate them

. Organize trainings for low performers to ensure they are conceptually strong

. Maintain and observe Company's internal control and standards

. Implement and observe the Company's Compliance Policy

. Act as an escalation point for issues pertaining to policy issuance

MIS & Reporting

. Design and circulate business MIS and reports to various stakeholder as required

. Analyze data cuts on Business Performance and share the findings with the supervisors

E Skills Required

Technical

• HNI Sales and Query Handling
• Product/Subject matter expertise
• Team Management skills
• Mentoring skills
• Business perspective & planning
• Performance Management skills
• Finance / Insurance industry awareness
• Interviewing skills
• Self management
• Problem solving skills
• Peer level co-ordination and influencing skills

Behavioral

Essential

Desired

Interpersonal skills

.

Communication skills

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Creative

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Job tags

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Salary