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Aditya Birla Group
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Senior Wealth Manager

Senior Wealth Manager

Aditya Birla Group

0 - 4 years

0 Lacs

karnataka

Posted:17 hours ago| Platform: Shine logo

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Skills Required

sales calls financial planning customer acquisition cross selling upselling portfolio management customer relationship management underwriting compliance kpi monitoring aml kyc product information delivery sales systems management data capture sales process adherence code of conduct adherence

Work Mode

On-site

Job Type

Full Time

Job Description

As a Sales Executive in the financial services industry, your main responsibility will be to identify and conduct daily sales calls for financial planning sessions with clients. You will be expected to acquire customers and generate the targeted amount of premium by delivering complete product information to customers. Additionally, you will need to monitor and fulfill prospect and customer leads provided by the company for new business or cross-sell opportunities. Cross-selling and upselling products to existing customers to build portfolios will also be a key part of your role. Managing the relationship with customers to ensure persistency and renewals is crucial, along with ensuring adherence to all sales systems, operational, underwriting, and compliance guidelines to ensure accurate data capture. You will be responsible for delivering all sales and financial KPIs defined for the role, and must adhere to the defined sales process, AML & KYC guidelines, code of conduct, and rules of the company. The ideal candidate for this position will have a minimum experience level of 0-4 years.,

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Senior Wealth Manager