– Execute the month plan as per the calendar by traveling to the assigned branches in their territory

Planning and Executing Training for Internal Employees

– Planning training programs for Relationship officers for updating their knowledge and skills

– Being involved with them at branches for client conversations and business conversion

– Solving queries of internal employees over phones and emails

Planning and Executing Training for External Employees

– Planning the training calendar for the month after consulting each of the sales stake holder in the assigned territory.

– Execute the month plan as per the calendar by travelling to the assigned branches in their territory

– Maintain records of training and customer conversations

Aiding business through solving business challenges

– Develop content in terms of one pagers, Presentations, calculators, product comparisons, sales kit etc for stakeholders

– Develop content for training internal employees

Ensuring self development

– Complete certification programs such as Licentiate, Associate, Fellowship, NCFM etc

– External trainings to update knowledge in the financial sector

Ensuring basic KPIs are met

– All Relationship officers active month on month in the assigned circle

– Ensure assigned branches are active month on month