Posted:18 hours ago| Platform: Foundit logo

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Job Type

Full Time

Job Description

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Industry

Role & responsibilities

  • Publish and implement the monthly training calendar for branches basis the training architecture. E.g. licensing training, advisor induction, selling skills & domain training for advisors, product refreshers, etc.
  • Maintain strong contracting with sales hierarchy to ensure implementation of learning initiatives and their follow up activities.
  • Create awareness and drive usage of various sales tools & aids.
  • Play critical roles during important events (e.g. new product & fund launches, regulatory changes, etc). Task involves organizing and executing the launch plans, creating awareness with speed & accuracy.
  • Ensure satisfactory pass % of advisors who attend 4 day refresher training ..at level of at least 60% of attendees passing the exam.
  • Manage 1st month performance of new licensed advisors (measured through RCM) to the level of 80% active in RCM period with a minimum defined modal premium. This directly contributes to topline
  • Manage 3 months consistency in activization of new advisors (measured through RCM STAR) to the level of 40%. This directly contributes to topline and also creates a pool of advisors to qualify for entry level of advisor club programs.
  • Manage new FLS production up to 6 months from joning (measured through GSG program) to the level of 40% qualification.
  • This directly impacts to topline, better engagement of new FLS and their vintage with organization. Reduced attrition also directly impacts cost.
  • Achieve all these through effective training delivery of team members, goal setting, stake holder alignment and ground level support. .

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