30 Sep
|
Aditya Birla Group
|
Karnataka
30 Sep
Aditya Birla Group
Karnataka
Designation: Manager
Location: India Karnataka ABHI Jayanagar
Organization: Financial Services
Job Description:
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 recent 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
📌 Team Lead (Karnataka)
🏢 Aditya Birla Group
📍 Karnataka