Job Description:

  • Identifying prospective Personal Financial Advisors as per the guidelines of the organization
  • Coordinating the appointment process of the Personal Financial Advisors
  • Activation of successfully appointed new Personal Financial Advisors through handholding, participation in OJT and ensuring their motivation to sell
  • Achieving the number of active Personal Financial Advisors in his / her team as per the organizations targets  
  • Prepare monthly and annual action plans to achieve his/her goals
  • Ensuring adherence by Personal Financial Advisors to the Sales process as mandated by the company
  • Motivating and ensuring Revenue targets (as may be set from time to time) for the Personal Financial Advisor are achieved
  • Measurement and tracking of relevant metrics for Personal Financial Advisors o Ensure that R&R schemes are communicated to understood by the Personal Financial Advisors in the team and used effectively to motivate and help team perform
  • Work towards achieving the target sales and product mix from the team of Personal Financial Advisors
  • Track customer proposals through to conversion
  • Identify training needs across the team
  • Co-ordination with Branch Development Partner for the development and training of Personal Financial Advisors in his team
  • Mega launch of each new Personal Financial Advisor
  • Maintain ongoing communication and connect with the team to share details of upcoming contests, R&R, processes, etc.  
  • Perform the role of a people manager fostering a culture of ownership, customer focus, entrepreneurship and team work across the entire branch


  • Aggressive Career progression program for DMs taking salary increment and upgrades 2-3 times in a year
  • Unlimited Earning  potential- Top performing DMs have earned 4x of annual Ctc in incentives
  • Defined Career Growth path
  • Fast track promotion on completion of Goal Sheet
  • Regular Skill enhancement programs

Desired Candidate Profile :

Age should be between 23 and 38 yrs.
Should have 2+ Years’ experience in any sales vertical (1+ year experience should be from Insurance or BFSI)
Preferring a local candidate only

CTC: Upto 3.8 Lakh/Annum + Incentives

Locations : Kochi , Kollam , Kottayam , Calicut , Thrissur  

Interested candidates immediately Apply with your updated resume. Also please share this job link with your friends.

For more details, you can call Shahana @ 9895008732 for more details;