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 Team Leader
Designation: Team Leader
Role: Insurance Agent / Advisor
Function/Department: BFSI, Investments & Trading
Industry: Banking/Financial Services/Broking
State: Rajasthan
City: Jodhpur
Vacancies: 1 Nos
Job Type: Full Time
Salary Per Year:  INR 350,000 To 550,000
Qualification: Graduate
Course:  MBA/PGDM (Any Specialization)
Experience:  2 to 7 Years
Languages:  NA
Age Limit:  NA
Gender: No Preference
Notice Period:  NA
Job Posted: 24 November 2021

Job Description
Handling Team of 15+ FOCO Advisors & Driving Revenue from clients mapped to them on Equity, Derivatives, currency Markets. Achieving the targets set for Team on Cross-selling of IP products like MF-SIPs, IAP, TGS, Insurance & PMS/ AIFs. Creation of revenue & Activation of Inactive clients through effective Advisory Drive and Terminal Operations Helping & training the Team to Handling Queries & complains of client's & solving it within TAT. Achieving the targets set for Team on Acquiring new clients & retaining the old clients by periodic meetings. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. Monitoring, Motivating & enhancing FOCO Advisor's( Team) Advising skills through call tracking, weekly targets & meetings, con calls. Visiting respective franchisee’s where FOCO advisors are placed Daily/ Weekly & Monthly Review with BA’s along with FOCO advisors Monthly Review with HO-Seniors

Desired Candidate Profile
Good communication skills & Knowledge of broking & operations knowledge. Risk profiling of client along with technical and fundamental understanding. Knowledge of trading applications, MS Office, PPT Preparation etc.

Key Skills
Team Leading Team Handling Leadership FOCO Advisors PMS MF SIP Equity Insurance Sales
Contact Details
Recruiter Name:
Telephone: 9655449001/5, 9655290011,44