Intellismith

Noida Sector 62

Role & responsibilities Job Purpose The purpose of this role is to increase engagement with HNI & Ultra HNI clients & corporates and provide complete financial planning solutions to them, basis their risk and reward appetite keeping in mind organizations revenue targets. Key Job Responsibilities Increasing client engagement and providing complete financial planning solutions Conduct daily sales calls with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients based on their requirements and goal. Conduct timely and regular follow-ups with the clients and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM for the channel. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product lines like LI, MF, FI, GI and other liabilities products. Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. Ensure regular contact with pending leads/references. Update self on all schemes, products and solutions by regularly attending trainings and reading circulars. Conduct activities i.e. conduct research and pitch to Corporates. Advice internal and external stakeholders regarding products and solutions at all times by marketing them at regular intervals. Share regular communications with clients regarding information, research and material of the organization. Preferred candidate profile Perks and benefits

Job Summary: Responsible for Agent Recruitment Agent Development Meet Business targets Customer CentricityKey Responsibilities/ Key Deliverables:Agent Recruitment Develop various sources of agent hiring & build a team of agent & agentpipe line. Conduct activity to enhance existing agent footfall to generate freshreferral for new agent hiring Implementation of MNYL GOLD process and adhere to the businessnorms Follow agent 9 pointer hiring mechanism & other hiring normsAgent Development Ensure product knowledge by MNYL ways of training Fielddemonstration (FODs) Development of agent prospecting habits, calling habits and work habits. Work with agent on planning and reviewing of activities and goals. Identify the training needs of the agent and work with Trainers to improvethe sameMeet Business Targets Achievement of monthly, quarterly & yearly business plans. Improve agent productivity & persistency by regular PRP/IID/GID etc Ensure companies product mix sales ration and adhere to the businessnorms. Maintain agent pro activity as per business planCustomer Centricity Be MNYL brand ambassador & a customer champion Follow MNYL sales practice to develop deep customer loyalty Hold periodical customer meet to understand customer pulse & need Ensure customer queries are responded to satisfactorily as per MNYLstandard. Desired Competencies Sourcing & Selection capability Nurturing & Developing talent Result orientationMeasures of Success: Achievement of business plan & GPA Recruitment / Development & Activation of agent as per plan. Number of EC/MDRT agent