unknownPosted Jul 16, 2026
Posting intelligenceActively listed

About the role

Designation: Manager

Location: India Karnataka ABHI Jayanagar

Organization: Financial Services

Job Description:

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

Questions about this role

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