– 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
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