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Manager-Chief Business Mentor

Hugli, West Bengal

Edelweiss Stockbroking Limited

Job Description

Recruitment, management and supervision of Chief Business Mentors (CBMs) and Personal Financial Advisors (PFAs) of CBMs to help them in achieving their financial goals, thereby generating business for the Company.

Key Responsibilities
Recruit, engage and launch CBMs
Ensure that CBMs recruit, appoint and train PFAs
Ensure that CBMs work towards helping their PFAs achieve business targets
Ensure that PFAs of CBMs have a healthy persistency

Experience and Preferences
Minimum 6 years work experience with 3-4 years experience in sale of life insurance products
Past experience in managing High Performing LI agents (MDRTs/COTs/TOTs/Clubs Members)
Experience in managing and supervising teams of at least 3 to 5 persons

Functional Competencies
Ability to impart knowledge in sourcing high profile distributors of insurance/financial products
Ability to impart skills on training their PFAs on insurance concepts, products and closure of calls
Ability to guide CBMs on financial concepts with special emphasis on insurance products
Basic knowledge of computers and Microsoft Office (excel/word/ppt)

Company Description

Edelweiss is a complete financial services firm, evolved over the years from a boutique... investment bank. We have built a strong presence across verticals in the equity capital markets, financing, asset management and now retail business.   Read full description

Additional Information

Last updated:
Job type:
Full time
Position type:
Minimum experience:
Between three and five years
Compulsory Education
Salary range:
₹ 3,00,000 - ₹ 6,50,000 / Yearly (Gross Pay)
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