Relationship Manager

Job Title:

Frontline Manager
Department:
Sales & Business Development

Location:

Any branch location

Reports To:

Branch Manager / Sales Head / Director

About Spoc Wealth Consultancy Spoc Wealth Consultancy is a fast-growing Life Insurance Direct Channel dedicated to providing customers with comprehensive financial solutions. We specialize in life insurance, investment planning, fixed deposits, and portfolio management. Our mission is to build a strong team of leaders who can guide, motivate, and deliver exceptional customer service while achieving business goals.

Position Overview The Frontline Manager (FLM) is responsible for recruiting, training, and leading a team of Financial Advisors/Executives to achieve sales targets in life insurance and investment products. The FLM plays a key role in developing business through field activities, client acquisition, and maintaining high performance and compliance standards.

Key Responsibilities
1. Recruitment & Team Management - Identify, recruit, and onboard new Financial Advisors / Insurance Executives.

- Conduct induction and training sessions for new recruits.

- Motivate and monitor the performance of the team to ensure achievement of sales targets.

- Handle performance reviews and drive accountability among team members.
2. Sales & Business Development - Achieve individual and team sales targets for life insurance and investment products.

- Generate leads through personal networks, referrals, and field activities.
3. Client Relationship Management - Build and maintain long-term relationships with customers.

- Ensure high levels of customer satisfaction and timely service.
4. Reporting & Compliance - Ensure timely submission of sales reports and maintain compliance with IRDA norms.
5. Market Intelligence - Stay updated on competitor products and market trends.