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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 5hr 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
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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 
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