Relationship Manager - Direct Marketing

Aditya Birla Capital


Date: 2 weeks ago
City: Rohtak, Haryana
Contract type: Full time
This job is provided by apna.co 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

Interested can connect me at 9888736687 & share cv at [email protected]

Regard/s

Pardeep Rana
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