Senior Wealth Manager

Job Description

Role Overview:As a Senior Wealth Manager at A34, Pune, your primary responsibility will be to identify and conduct daily sales calls for financial planning sessions with clients. You will need to acquire customers and generate the targeted amount of premium. Delivering complete product information to customers and monitoring & fulfilling prospect and customer leads provided by the company for new business or cross-sell opportunity will also be part of your role. Additionally, you will be expected to cross-sell and upsell products to existing customers, build portfolios, and manage relationships with customers to ensure persistency & renewals. Ensuring adherence to all sales systems, operational, underwriting, compliance guidelines, accurate data capture, and delivering on all S&D and financial KPIs defined for the role will be crucial. You must also adhere to the defined sales process, AML & KYC guidelines, code of conduct, and company rules.Key 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 adherence to the defined sales process, AML & KYC guidelines, code of conduct & rules of the companyQualification Required:- Minimum Experience Level: 0 - 4 years(Note: No additional details about the company were provided in the job description.) Role Overview:As a Senior Wealth Manager at A34, Pune, your primary responsibility will be to identify and conduct daily sales calls for financial planning sessions with clients. You will need to acquire customers and generate the targeted amount of premium. Delivering complete product information to customers and monitoring & fulfilling prospect and customer leads provided by the company for new business or cross-sell opportunity will also be part of your role. Additionally, you will be expected to cross-sell and upsell products to existing customers, build portfolios, and manage relationships with customers to ensure persistency & renewals. Ensuring adherence to all sales systems, operational, underwriting, compliance guidelines, accurate data capture, and delivering on all S&D and financial KPIs defined for the role will be crucial. You must also adhere to the defined sales process, AML & KYC guidelines, code of conduct, and company rules.Key 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 adherence to the defined sales process, AML & KYC guidelines, code of conduct & rules of the companyQualification Required:- Minimum Experience Level: 0 - 4 years(Note: No additional details about the company were provided in the job description.)

Keyskills :
Direct MarketingSales CallsFinancial PlanningCustomer AcquisitionCross SellingUpsellingPortfolio ManagementCustomer Relationship ManagementProduct Information DeliverySales Systems ManagementOperational Guidelines AdherenceUnderwriting Guidelin