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Job Purpose Job Purpose Description
Key Result Areas
Supporting Actions
- 1. 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
- 1. Aiding business through solving business challenges
- Develop content in terms of one pagers, Presentations, calculators, product comparisons, sales kit etc for stake holders
- Develop content for training internal employees
- 2. 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
- Ensuring self development
- Complete certification programs such as Licentiate, Associate, Fellowship, NCFM etc
- External trainings to update knowledge in the financial sector
- 3. Ensuring basic KPI’s are met
- 16 Mandays, 6 Sales Calls
- All Relationship officers active month on month in the assigned circle
- Ensure assigned branches are active month on month
Note: The role requires travelling 12-15 days in a month to his/her allocated branches.
- Job Purpose of Direct Reports: Describe the job purpose of the direct report/s to the job (in 2-3 lines for each report)
- Relationships: Describe the nature and purpose of most important contacts or relationship (except superior/team members) with individuals, departments, organizations inside and outside of the organization, that job is required to interact with in order to deliver the job objectives
Relationship Type Frequency Nature
Internal
Sales
Regular
For daily updates.
Training related activities
To update about training interventions
To impart training & upgrading there knowledge
External
Channel partners
Consultant Trainers
Daily
Daily
To impart training & upgrading there knowledge
To upgrade there training skills & discuss about the training calendar.
