Job Description
Job Description
A Position Overview
Position Title
Wealth Sales Manager
Department
Partnership Distribution
Level/ Band
Asst. Manager / Manager
Role Summary:
• To manage HNI sales and business objective of the selected category branches, meeting or exceeding key targets
• To ensure achievement of sales targets with optimal market coverage
• Benchmark competition objectives and identify whitespaces, in order to increase wallet share
• To effectively lead and manage sales team by providing them with ongoing coaching
• To ensure that the sales behavior, sales ethics and sales practices of the sales team comply with company standards and regulations
• To closely work with the branch level partner's stakeholders and internal hierarchy design sales strategies and initiatives that will cause improvement of sales performance. B Organizational Relationships
Reports To
Asst Circle Manager/ Sr Circle Manager
Supervises
CAM/ FLS
C Job Dimensions
Geographic Area Covered
Branch Cluster
Internal Stakeholders
Training
Product Management
Marketing
Branch Operations
Distribution Operations
External
Channel Partner
D Key Result Areas
Achieve ANP targets through assigned branches
· Orient direct reportees to achieve pre-set business targets on ANP/ EP, case count, active branch, active sales staff and various KPIs for designated branch
· Develop joint business and implementation plans with branch manager
· Interact regularly with Sales/ operations team to set targets & achieve required sales
· Initial grooming of the CAMs/ BOs in presentation & selling skills
· Make joint calls with sales team
· Accompany the sales team on calls with high-ticket clients
· Build up and maintain solid relationship and rapport with partner's branch managers and LGs
Training of the sales team
· Provide on-going training to partner's staff, including products, sales technique, prospecting, objection handling and sales operation and process etc.
· To train the CAMs/ BOs on Presentation and Selling Skills
Monitor sales & provide support
· Analyze the productivity of Sales / operation team to ensure they are delivering as per expectations
· Ensure that the high performers are suitably rewarded & kept motivated
· Counsel the low performers to assess the reasons for low productivity
· Accompany the low performers on calls & give them special attention to motivate them
· Organize trainings for low performers to ensure they are conceptually strong
· Maintain and observe Company's internal control and standards
· Implement and observe the Company's Compliance Policy
· Act as an escalation point for issues pertaining to policy issuance
MIS & Reporting
· Design and circulate business MIS and reports to various stakeholder as required
· Analyze data cuts on Business Performance and share the findings with the supervisors
E Skills Required
Technical
• HNI Sales and Query Handling
• Product/Subject matter expertise
• Team Management skills
• Mentoring skills
• Business perspective & planning
• Performance Management skills
• Finance / Insurance industry awareness
• Interviewing skills
• Self management
• Problem solving skills
• Peer level co-ordination and influencing skills Behavioral
Essential
Desired
Interpersonal skills
·
Communication skills
·
Creative
A Position Overview
Position Title
Wealth Sales Manager
Department
Partnership Distribution
Level/ Band
Asst. Manager / Manager
Role Summary:
• To manage HNI sales and business objective of the selected category branches, meeting or exceeding key targets
• To ensure achievement of sales targets with optimal market coverage
• Benchmark competition objectives and identify whitespaces, in order to increase wallet share
• To effectively lead and manage sales team by providing them with ongoing coaching
• To ensure that the sales behavior, sales ethics and sales practices of the sales team comply with company standards and regulations
• To closely work with the branch level partner's stakeholders and internal hierarchy design sales strategies and initiatives that will cause improvement of sales performance. B Organizational Relationships
Reports To
Asst Circle Manager/ Sr Circle Manager
Supervises
CAM/ FLS
C Job Dimensions
Geographic Area Covered
Branch Cluster
Internal Stakeholders
Training
Product Management
Marketing
Branch Operations
Distribution Operations
External
Channel Partner
D Key Result Areas
Achieve ANP targets through assigned branches
· Orient direct reportees to achieve pre-set business targets on ANP/ EP, case count, active branch, active sales staff and various KPIs for designated branch
· Develop joint business and implementation plans with branch manager
· Interact regularly with Sales/ operations team to set targets & achieve required sales
· Initial grooming of the CAMs/ BOs in presentation & selling skills
· Make joint calls with sales team
· Accompany the sales team on calls with high-ticket clients
· Build up and maintain solid relationship and rapport with partner's branch managers and LGs
Training of the sales team
· Provide on-going training to partner's staff, including products, sales technique, prospecting, objection handling and sales operation and process etc.
· To train the CAMs/ BOs on Presentation and Selling Skills
Monitor sales & provide support
· Analyze the productivity of Sales / operation team to ensure they are delivering as per expectations
· Ensure that the high performers are suitably rewarded & kept motivated
· Counsel the low performers to assess the reasons for low productivity
· Accompany the low performers on calls & give them special attention to motivate them
· Organize trainings for low performers to ensure they are conceptually strong
· Maintain and observe Company's internal control and standards
· Implement and observe the Company's Compliance Policy
· Act as an escalation point for issues pertaining to policy issuance
MIS & Reporting
· Design and circulate business MIS and reports to various stakeholder as required
· Analyze data cuts on Business Performance and share the findings with the supervisors
E Skills Required
Technical
• HNI Sales and Query Handling
• Product/Subject matter expertise
• Team Management skills
• Mentoring skills
• Business perspective & planning
• Performance Management skills
• Finance / Insurance industry awareness
• Interviewing skills
• Self management
• Problem solving skills
• Peer level co-ordination and influencing skills Behavioral
Essential
Desired
Interpersonal skills
·
Communication skills
·
Creative
💡 Quick Summary
Seeking a career-building opportunity? The Branch Sales Manager position is now open for candidates interested in the Marketing Executive Jobs sector. This role in Jaipur offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Marketing Executive Jobs is a plus.
