A
Aditya Birla Health Insurance Company Limited
Team Lead
Skills
Financial PlanningCompliance
2 months ago
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Important information
Contract type:
Permanent
Location:
Karnataka, India
Work mode:
Onsite
Published on:
7 September 2026
What they need
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
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