- Identify & conduct daily sales calls for financial planning sessions with clients
- Acquire customers and generate the targeted amount of premium
- Deliver Complete Product Information to Customers
- Monitor & fulfill prospect and customer leads provided by the company for new business or cross sell opportunity
- Cross sell and upsell products to existing customers & build portfolios
- Manage the relationship with customers to ensure persistency & renewals
- Ensure adherence to all sales systems, operational, underwriting, compliance guidelines & ensure accurate data capture
- Ensure the delivery of all S&D; and financial KPI defined for the role
- Ensure adhere to the defined sales process, AML & KYC guidelines, code of conduct & rules of the company

Preferred candidate profile

- Must possess good communication skills and be presentable
- Age under 30 years
- Must be a Graduate
- Must have atleast 1 year of Sales experience in Life Insurance sales
- Must be a reliable profile

📌 Assistant Relationship Manager - Sales (Haridwar)
🏢 Sun Life
📍 Haridwar