A Position Overview

Position Title

Wealth Planning Consultant/ Executive WPO/ Senior WPO

Department

Agency

Level/ Band

202-205/Officer


Role Summary: Responsible for Sales, Relationship Management and Customer Orientation & Reporting.

B Organizational Relationships

Reports To

Sales Manager

Supervises

Individual Contributor


C Job Dimensions

Geographic Area Covered

NA

Stakeholders - Internal

Agency Sales

Stakeholders - External

NA


D Key Result Areas


Sales

·Achieve the Productivity & FYP Targets

·Acquire New Customer through following:

·Natural market

·References

·Up- sell & Cross Sell the Orphan Base of Customers allocated.

·Ensuring timely issuance of policies by resolving pending etc


Relationship Management


·Render service to all allocated customers

·Adhere to the customer touch-point engagement in order to service his portfolio of customers.

·Maintaining the desired persistency rati




Customer orientation & reporting/ (MIS)


·Implement and adhere to Need Based Selling Model.

·Adhere to Activity management framework advised

·Follow - up on their database / leads provided by Lead Management System (Orphan/ New Prospects.

·Update the LMS (Lead management System) on a daily basis.

·Adhering to the Training Road map.

·Providing timely reports to the Supervisor / Area manager as per the requirement.

·Adhering to the TALIC code of conduct

Risk

·Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes.



E Skills Required

Technical

§

Behavioral



Essential

Desired

Interpersonal skills

·


Communication skills

·


Creative thinking skills


·

Supervising/Leadership skills


·

Teamwork Skills

·


Influencing skills

·


Relationship Building skills

·


Decision making skills


·


F Incumbent Characteristics


Essential

Desired


Qualification

Graduate

Post Graduate (MBA or relevant degrees)

Experience

Minimum 1 - 2 years of experience in Sales

Fresh Post Graduates