Walk-in | Relationship Manager

Aditya Birla Sun Life Insurance (ABSLI); New Delhi; In loco; INR 250.000 - 420.000; Tempo pieno

Descrizione del lavoro

Aditya Birla Sun Life Insurance (ABSLI) in Delhi is seeking a field sales executive to drive financial planning sessions with clients, delivering complete product information and pursuing premium targets. The role focuses on acquiring customers, building portfolios, and maintaining customer relationships for persistency and renewals.

You will follow strict sales processes, comply with AML/KYC guidelines, and ensure accurate data capture across systems to meet defined KPIs.

Mansioni

• 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

Descrizione del lavoro

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