08 Sep
|
Aditya Birla Capital
|
Karnal
08 Sep
Aditya Birla Capital
Karnal
Roles & Responsibilities:
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 prospect
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
Minimum Experience Level
- 0 - 4 years
Job Qualifications
📌 Dm Karnal
🏢 Aditya Birla Capital
📍 Karnal