Team Lead

Aditya Birla Group

Full-time Top Executives
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Location
Jayanagar, Karnataka, India
Posted
July 16, 2026

Job Description

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