Team Management Skills Cluster LeadRegional InchargeMutual Funds SalesTeam Coordinator
A Cluster Head is a leadership role responsible for managing and driving sales performance within a specific geographic area (cluster). This role involves leading a team of sales professionals, developing and implementing sales strategies, and achieving business targets. Key responsibilities include driving sales growth, managing distributor relationships, and ensuring adherence to company policies and procedures. Key Responsibilities of a Cluster HeadSales Management:Leading and motivating a team of sales professionals to achieve sales targets and revenue growth within the assigned cluster.Business Development:Identifying and developing new business opportunities, expanding market reach, and acquiring new distributors and clients.Distributor Relationship Management:Building and maintaining strong relationships with distributors, ensuring their support and engagement in promoting ICICI Prudential AMC products.Sales Strategy Implementation:Developing and executing effective sales strategies and action plans to achieve business objectives within the cluster.Performance Monitoring and Reporting:Tracking sales performance, analyzing data, and preparing reports on key performance indicators (KPIs) for the cluster.Training and Development:Mentoring and coaching the sales team, providing training on products, sales techniques, and market trends.Compliance and Risk Management:Ensuring adherence to company policies, regulatory guidelines, and risk management procedures.Customer Relationship Management:Building and maintaining relationships with key clients and ensuring customer satisfaction.Market Understanding:Staying updated on market trends, competitor activities, and industry developments to identify opportunities and challenges.Team Leadership:Providing leadership, guidance, and support to the sales team, fostering a positive and productive work environment.
Private Banking HNI SalesMutual FundsEquity SalesHNI AcquisitionInsurance SalesBanking SalesWalk in
1. Catering to the investment needs of clients by providing them research-based advicein MF, Insurance, PMS, equity & Structured Products offerings etc.2. Identify & acquire prospective HNI clients.3. Manage clients through regular meetings.Required Candidate profile:1. Mini. 4 yrs. exp. in handling Wealth Product Sales & managing / acquiring wealth & HNI clients.2. Candidate should be comfortable in individual role.Perks and benefits:1. Quarterly incentives2. Two times appraisal in a year
Banking SalesInsurance AdvisorMutual FundsFinance AdvisorFinancial ServicesLoansNbfcInsurance AgentField ExecutiveWalk in
Responsible for preparing and maintaining insurance policy records. Also handled the tasks of checking premium records on a regular basis Assisted Insurance sales team in achieving monthly sales target. Provided support to insurance sales financial department and handled additional duties and responsibilities as requiredRESPONSIBILITIES & DUTIES Develop various sources of agent hiring & build a team of agent & agent pipe line Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring 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 improve the same Meet Business Targets Improve agent productivity & retention Maintain the quality vectors of business including persistency and surrender
Roles and Responsibilities:1. Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings.2. Manage clients through client visits, suggest financial products to the clients and achieve business target.3. Responsible for product penetration and increasing clients wallet share.4. Identifying prospective clients & acquiring new clients.5. Candidate should have experience of managing / acquiring wealth & HNI Customers.Required Profile1. Should have at least 4 Years of experience handling Wealth Product Sales.2. Any Graduate / Postgraduate with relevant Experience.3. Good relationship management and service focus skills.4. Good communication and presentation skills.5. Investment Product knowledge is mandatory.Perks & Benefits:Bi-annual appraisal program.Growth in fixed CTC twice in a year with attractive quarterly incentives.