Direct Marketing - Relationship Manager

• 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 may connect at 9888736687 or can share cv/reference at "Pardeep.rana@adityabirlacapital.com"