Team Lead

Aditya Birla Health Insurance Company Limited; Karnataka; On-site; INR 400,000 - 600,000; Full time

Job summary

Aditya Birla Health Insurance Company Limited is seeking a field sales professional in Karnataka to identify and conduct daily sales calls for financial planning sessions with clients, acquire customers, and generate premium targets. You will deliver complete product information and build a strong customer portfolio through cross-selling opportunities.

You will monitor leads provided by the company, maintain long-term relationships for persistency and renewals, ensure compliance with AML/KYC

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

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 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