Add office photos
All Filters
53 Sun Life Financial Jobs
Relationship Manager / Wealth Manager - Direct Marketing | ABC
1-6 years
₹ 2 - 5L/yr
New Delhi, Delhi/Ncr
10 vacancies
Relationship Manager / Wealth Manager - Direct Marketing | ABC
Sun Life Financial
posted 13d ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
- 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.
Employment Type: Full Time, Permanent
Read full job descriptionPrepare for Relationship Manager roles with real interview advice
What people at Sun Life Financial are saying
What Sun Life Financial employees are saying about work life
Sun Life Financial Benefits
Learning Based Ecosystem High Performance Culture Caring and Inclusive Culture WELLNESS Day offs & additional Wellness allowance EMPLOYEE ASSISTANCE SUPPORT Programs for mental health and physical wellbeing VACCINATION SUPPORT Program where our employees and their dependents were vaccinated in office premises +2 more
Free Food 
Work From Home 
Cafeteria 
Health Insurance 
Soft Skill Training 
Compare Sun Life Financial with
HDFC Life
ICICI Prudential Life Insurance
SBI Life Insurance Company
Max Life Insurance
Bajaj Allianz Life Insurance
Reliance Nippon Life Insurance
Kotak Mahindara Life Insurance
Aditya Birla Sun Life Insurance
PNB MetLife
Tata AIA Life Insurance
Wells Fargo
JPMorgan Chase & Co.
American Express
UBS
State Street Corporation
Motilal Oswal Financial Services
Axis Direct
Morgan Stanley
BNP Paribas
FactSet
Similar Jobs for you
Relationship Manager / Wealth Manager - Direct Marketing | ABC
1-6 Yrs
₹ 2 - 5L/yr
New Delhi, Delhi/Ncr
Relationship Officer - LAP/Affordable LAP
1-2 Yrs
₹ 3 - 3.5L/yr
Nawanshahr, Zirakpur, Phagwara
Urgently Hiring For Relationship Officer
1-6 Yrs
₹ 2.5 - 3.5L/yr
Kangra, Zirakpur, Mandi
Cluster Manager - Deutsche Bank - Delhi
4-6 Yrs
₹ 5 - 7L/yr
Gurgaon / Gurugram
