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Direct Marketing Sales Executive

  • Job
    Full-time
    Junior, Mid & Senior Level
  • Customer Relations
    Sales & Business Development
  • Delhi

AI generated summary

  • You should conduct sales calls, acquire customers, deliver product info, cross-sell, manage relationships, ensure compliance, and meet sales KPIs while adhering to guidelines.
  • You will conduct sales calls, acquire customers, deliver product information, manage relationships, cross-sell, ensure compliance, and meet financial KPIs while following company guidelines.

Requirements

  • 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

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

FAQs

What are the main responsibilities of a Direct Marketing Sales Executive?

The main responsibilities include conducting daily sales calls for financial planning sessions, acquiring customers to generate targeted premiums, providing complete product information, managing customer relationships, cross-selling and upselling products, and ensuring compliance with sales systems and operational guidelines.

What are the key performance indicators (KPIs) for this role?

The key performance indicators include achieving sales and financial targets, maintaining customer persistency and renewals, and ensuring accurate data capture in compliance with company guidelines.

Is prior experience in sales required for this position?

While prior experience in sales can be beneficial, we primarily seek candidates who are motivated to learn and can demonstrate strong communication and interpersonal skills.

What kind of training is provided for new hires?

New hires will receive comprehensive training on product information, sales processes, compliance guidelines, and the company's operational systems to ensure they are well-equipped for the role.

How often will I need to make sales calls?

Daily sales calls are expected to be part of your routine as you identify potential clients and schedule financial planning sessions.

What tools or systems will I need to use in this role?

You will need to use various sales systems and tools for tracking leads, managing customer relationships, and ensuring compliance with underwriting and operational guidelines.

What is the expected work environment for this position?

The work environment is a hybrid format that includes both remote work and in-office responsibilities for team collaboration and training.

Are there opportunities for career advancement in this role?

Yes, there are significant opportunities for career advancement based on performance, with pathways to higher sales positions and management roles within the company.

Enriching Lives. Winning as ONE.

Finance
Industry
10,001+
Employees
2007
Founded Year

Mission & Purpose

Aditya Birla Capital is a financial services company offering a wide range of solutions, including asset management, insurance, and lending services. Their mission is to empower individuals and businesses by providing comprehensive financial solutions that foster growth and security. With a strong emphasis on customer-centricity, Aditya Birla Capital aims to deliver innovative products and services tailored to meet diverse financial needs. Their purpose is to build lasting relationships with clients while contributing to the overall economic development of communities and the country.