skip to main content
Download the ABCD app

Unlock Financial Tools, Investment Insights, And Expert Guidance“ All In One Convenient App !

Visit Our ABCD Page
Get Instant Digital Sanction in 10 mins. Loans starting from just 8.60% p.a.
Instant Personal Loans upto Rs. 5 lacs
Fuel Your Business Ambitions
Unlock The Potential Of The Gold You Own

Job Description

Direct Marketing

Senior Wealth Manager

Location: 967 , Sikar

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

Minimum Experience Level

0 - 4 years

Job Qualifications

Other jobs you might be interested in
Senior Wealth Manager
967
|
Sikar
Direct Marketing
Executive Branch Relationship Officer
HDFCBB-F-1627
|
Hyderabad
HDFC Bank Department
Executive Branch Relationship Officer - EXP - 8880
HDFCBB-I-8880
|
Jaipur
HDFC Bank Department
Executive Relationship Manager
801
|
Hyderabad
Direct Marketing
Business Partner
953
|
Udaipur
Direct Sales Force
Senior Branch Relationship Officer
HDFCBB-F-1653
|
Champa
HDFC Bank Department
Associate Branch Relationship Officer
HDFCBB-I-4305
|
Pamgarh
HDFC Bank Department
Associate Priority Relationship Manager
235
|
Guwahati
Third Party Distribution
Senior Agency Manager
354
|
Chennai
Direct Sales Force
Executive Branch Relationship Officer
050
|
Durgapur
Third Party Distribution
Senior Program Manager
Thane - GCorp
|
Maharashtra
ABC Digital Ltd.
Assistant Program Manager - Housing Finance
Thane - GCorp
|
Maharashtra
ABC Digital Ltd.
Cluster Manager_Axis Bank_Gurdaspur
Gurdaspur
|
Punjab
AB Sun Life Insurance Co Ltd
Assistant Program Manager (Thane) - General Insurance
Thane - GCorp
|
Maharashtra
ABC Digital Ltd.
Assistant Program Manager (Bengaluru) - Broking
Hyderabad - Secunderabad
|
Telangana
ABC Digital Ltd.
Sales Manager
N-GHN
|
Gohana
Retail, Consumer & Micro-Business
Relationship Officer
W-AH3
|
Ahmedabad
Retail, Consumer & Micro-Business
Senior Agency Manager
251
|
Contai
Direct Sales Force
Relationship Officer
W-SRN
|
Surendranagar
Retail, Consumer & Micro-Business
Associate Priority Relationship Manager
280
|
Bongaigaon
Third Party Distribution
Key Relationship Executive-Retail-Bhopal
MP22
|
Bhopal
Housing Finance Sales
Sales Manager
W-AH3
|
Ahmedabad
Retail, Consumer & Micro-Business
Senior Executive Sales Manager
324
|
Godda
Third Party Distribution
Senior Branch Relationship Officer - jammu - AXIS
054
|
Jammu
Third Party Distribution
Regional Sales Manager - Unsecured Direct - Bangalore
Tavarekere Main Road,Bangalore
|
Karnataka
Aditya Birla Capital Limited
Area Sales Manager_Group Agency_Kolkata
Bangur BFL Estate, Kolkata
|
West Bengal
Group Sales
Strategic Accounts Manager - ABG Ecosystem
Thane - GCorp
|
Maharashtra
ABC Digital Ltd.
Lead - Strategic Accounts - ABG Ecosystem
Thane - GCorp
|
Maharashtra
ABC Digital Ltd.
State Credit Manager - Secured - Delhi
Barakhamba Road, New Delhi
|
Delhi
Aditya Birla Capital Limited
Lead – Consent Management & Customer Communication
Thane - GCorp
|
Maharashtra
ABC Digital Ltd.
Area Sales Head - SME Tier 1 - Bangalore
Star Avenue, Bangalore
|
Karnataka
Aditya Birla Capital Limited
Area Sales Head - SME Tier 1 - Bangalore
Star Avenue, Bangalore
|
Karnataka
Aditya Birla Capital Limited
Area Manager_Emerging Market_East
ABHI Guwahati
|
Assam
Agency Sales
Hapur_Branch Manager_Agency
Hapur Branch,Hapur
|
Uttar Pradesh
AB Sun Life Insurance Co Ltd
Senior Relationship Manager- Mid Market & Supply Chain - Ahemdabad
Ahmedabad - Ratnaakar
|
Gujarat
Aditya Birla Finance Limited
Senior Relationship Manager- Mid Market & Supply Chain - Bangalore
Tavarekere Main Road,Bangalore
|
Karnataka
Aditya Birla Finance Limited
Area Sales Manager - Surat
Surat - Rockford Business Cent
|
Gujarat
ABC Digital Ltd.
Sales Coach New Delhi
Barakhamba Road, New Delhi
|
Delhi
AB Sun Life Insurance Co Ltd
BM Shahjahanpur
Kirni Bagh,Shahjahanpur Branch
|
Uttar Pradesh
AB Sun Life Insurance Co Ltd
RM PSFG Delhi
New Delhi - Punj Business Cent
|
Delhi
Aditya Birla Capital Limited
Senior Relationship Manager - Mid Market & Supply Chain Finance - Baroda
Vadodara, Sarabhai Campus
|
Gujarat
Aditya Birla Finance Limited
ASM-Retail - Unsecured Salaried-jodhpur
Jodhpur, Ansari Tower
|
Rajasthan
Aditya Birla Capital Limited
Area Collection Manager - Unsecured Flows - Bangalore
Star Avenue, Bangalore
|
Karnataka
Aditya Birla Capital Limited
Technical Manager
VSA Comm Cmplx, Salem
|
Tamil Nadu
AB Housing Finance Limited
RBM-Group Business-Delhi
Jasola District Cntre,NewDelhi
|
Delhi
AB Sun Life Insurance Co Ltd
Branch Manager - Agency Sales - Mumbai Thane
ABHI Borivali
|
Maharashtra
Agency Sales
Team Lead - Market Borrowing - Treasury
10thflr R-Tech Prk Goregaon E
|
Maharashtra
AB Housing Finance Limited
Assistant Branch Manager_Tied Agency_Gangtok
ABHI-Gangtok
|
Sikkim
Agency Sales
Associate Vice President
Vaman Centre, Mumbai
|
Maharashtra
AB Sun Life Insurance Co Ltd
CRH - HDFC BB - Jabalpur
Satna Branch,Madhya Pradesh
|
Madhya Pradesh
AB Sun Life Insurance Co Ltd
RSM- HDFC Assets- Hyderabad
Mayur Kaushal Cmplx, Hyderabad
|
Andhra Pradesh
AB Sun Life Insurance Co Ltd
Area Head_DSF_Mumbai Metro
Chembur, Mumbai
|
Maharashtra
AB Sun Life Insurance Co Ltd
Area Sales Head - SME - Tier 1 - Delhi
Delhi - CP2
|
Delhi
Aditya Birla Capital Limited
Joint Vice President
Vaman Centre, Mumbai
|
Maharashtra
AB Sun Life Insurance Co Ltd
Area Sales Head - SME - SEG - Karnal
Sector 12, Part-1, Karnal
|
Haryana
Aditya Birla Capital Limited
Hiring Programs at Aditya Birla Capital
Discover diverse pathways into the ABC ecosystem
Career Revive
ABC Revive
Opportunity for women on career break to Revive their career.
Hiring program
ABC Finishing School
Master core skills to launch a successful sales career