Job Purpose:

·       To recruit and develop Personal Financial Advisor resulting in generation of new business and renewal of existing business

Key Responsibilities

·       To ensure Licensing of the agents and building own team

·       To drive productivity of the new and vintage agents

·       To drive performance by implementing sales promotion for the PFA

·       To coach and mentor PFAs in providing need based solutions for customers

·       To deliver new business and renewal business through the new and vintage agents

·     To ensure business Reporting, MIS on sales call (LMS) maintained on a daily basis.