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Aditya Birla Capital
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Portfolio Manager

Posted 8 months ago. This role may no longer be accepting applications.

Portfolio Manager

Aditya Birla Capital

1 - 5 years

4 Lacs

Calcutta

Posted:8 months ago

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Job Description

Direct Marketing

Portfolio Manager

Location: 226, Kolkata

Department: Direct Marketing

Reports to: Customer Relationship Manager

Purpose

To acquire and service customers directly for life insurance products, achieving business targets and ensuring excellent customer experience.

Key Responsibilities

Source new business through direct sales channels (self-generated & company leads)
Achieve sales, revenue & persistency targets
Conduct customer meetings to explain life insurance products & solutions
Build long-term customer relationships for repeat & referral business
Ensure adherence to IRDAI/regulatory norms & internal compliance

Must Haves

Good knowledge of equity, financial, and insurance products
1–5 years’ experience in sales, bancassurance, or financial services
Excellent communication & relationship skills

Qualification: Graduate in any discipline

Minimum Experience Level

0 - 4 years

Job Qualifications

Skills Required

portfolio marketing reports service communication

Work Mode

On-site

Job Type

Part Time

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