Team Lead

Birla Carbon; Bengaluru; On-site; INR 600,000 - 900,000; Full time

Job summary

Aditya Birla Group in Bengaluru, Karnataka seeks a Manager to drive daily client sales calls for financial planning and to acquire customers while hitting premium targets. You will deliver comprehensive product information and manage leads for new business and cross-sell opportunities.

The role requires maintaining customer relationships to ensure persistency and renewals, while strictly following AML/KYC and internal compliance guidelines.

Qualifications

• Daily sales calls for financial planning sessions
• Acquire customers and hit premium targets
• Deliver product information to customers
• Follow up on leads for new business or cross-sell opportunities
• Cross-sell and upsell to existing customers and build portfolios
• Maintain relationships to ensure persistency and renewals
• Adhere to sales processes, data capture, underwriting, compliance, AML & KYC guidelines

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 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
• Discover more about life at Aditya Birla Group

Skills

Daily sales calls

Premium targets

Cross selling

Customer relationship

AML & KYC adherence

Education

Bachelor's degree in finance/commerce

Job description

At the Aditya Birla Group, our Corporate Vision is aligned and intricately woven with our People Vision.

Designation : Manager

Job Description:

• 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
• Discover more about life at Aditya Birla Group