Senior Wealth Manager
Aditya Birla Capital · sikar, India
financial planningcustomer acquisitionsales managementrelationship managementcomplianceupsellingboth
Job Description
The Senior Wealth Manager will identify and conduct daily sales calls for financial planning sessions with clients. Responsibilities include acquiring customers, generating targeted premiums, and managing relationships to ensure persistency and renewals. The role requires adherence to sales systems and compliance guidelines.
Qualifications
0 - 4 years
Skills Required
- financial planning
- customer acquisition
- sales management
- relationship management
- compliance
- upselling
Location
City: sikar · Country: India