Financial Advisor and Business Associate for Tata AIA

- Assess financial needs

- Career Progression

- Recruitment

- Development (Training, Activation, Promotion)

- Manage team: Recruit, train, and mentor Financial Advisors.

- Team Handling

- Team Lead

- Leadership Position

- Ensure compliance: Follow company policies and industry regulations

- Coaching and Development: Conduct regular one-on-one sessions, training, and performance

-  Assign tasks, monitor daily productivity, and organize schedules to keep operations smooth

- The five essential qualities of an effective team leader are clear communication, emotional intelligence and empathy, accountability, adaptability, and empowerment through delegation.