Job Description

Direct Marketing


Deputy Customer Relationship Manager


Location: 131 (Parent: ABF_Pune - Millennium Tower_Branch_1071965), Pune (Parent: ABF_Maharashtra_State_1071612)



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



Minimum Experience Level


0 - 4 years
Job Qualifications