Overview
Executive Relationship Manager Jobs in Unnao, Uttar Pradesh, India at Aditya Birla Capital
Title: Executive Relationship Manager
Company: Aditya Birla Capital
Location: Unnao, Uttar Pradesh, India
This job is provided by apna.co Job Details
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
