Financial product Distribution - Cochin, Vizag and Chennai

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4. Key Result Areas (KRAs) and Supporting Actions

1. Achieve Revenue Growth & Profitability to Upscale the Team

Supporting Actions:

• Drive the sales targets for the team and build team capability as per company annual targets and overall objectives.
• Focus on revenue and profitability through achievement of targets and effective yield management.
• Provide financial solutions to customers as per financial planning and wealth management requirements.
• Plan and execute team-level initiatives to ensure business momentum and direction.
• Engage in new and innovative business planning activities to increase client acquisition and team profitability.
• Monitor individual and team performance and take corrective actions wherever required.

2. Ensure Training and Development for Team Effectiveness

Supporting Actions:

• Collaborate with the training team to ensure timely training on products and processes as per business requirements.
• Ensure all Financial Product Distributors (FPDs) attend the required training programs.
• Build a sales-driven proactive team by continuously imparting relevant knowledge and skills.
• Ensure all requisite product and behavioral training programs are conducted and attended.

3. Effectively Manage Day-to-Day Team Administration and Operations

Supporting Actions:

• Monitor and foster smooth daily operations of the team.
• Handle and lead a team of Financial Product Distributors (FPDs) and motivate them to achieve targets.
• Engage team members regularly and ensure high levels of motivation and productivity.
• Ensure minimum attrition within the team through effective people management.

4. Ensure Customer Management & Engagement

Supporting Actions:

• Plan and execute local area programs and referral programs.
• Focus on customer retention, revenue generation, and referral activities.
• Continuously monitor local market penetration and competitive offerings.
• Maintain updated client records, including financial and contact details, and conduct periodic analytics.
• Ensure speedy resolution of client queries and grievances to maximize customer satisfaction.

5. Ensure Effective Risk Management & Policy Adherence

Supporting Actions:

• Ensure adherence to all regulatory compliances and critical company policies.
• Maintain operational and business activities in line with risk and governance frameworks.
• Monitor compliance requirements and ensure timely implementation across the team.

6. Team Building, Engagement & Development

Supporting Actions:

• Build a sales-driven and proactive team through coaching and capability development.
• Conduct competition talent mapping and benchmark team capabilities.
• Keep team members engaged, motivated, and aligned with organizational goals.
• Drive employee engagement initiatives to improve performance and retention.

7. Market Development & Business Expansion

Supporting Actions:

• Continuously scan the market for emerging trends across product lines.
• Identify new business opportunities and expansion areas.
• Enhance market penetration through focused business development initiatives.
• Track competitor activities and develop strategies to improve market share.