01Overview
VP/ AVP / Senior Manager / Chief Manager / Manager- Life Insurance
AUM Capital, a premier financial brand, is seeking to add an accomplished and motivated individual in our team as a Relationship Manager- Life Insurance, to its rapidly growing Wealth Management Business.
AUM is the largest distributor of Mutual Fund products in Eastern India, with pan- India presence in more than 10 locations. Managing assets of more than 15,000 Crs, we cater to Large Corporate treasuries, Financial Institutions, Provident Funds, Endowments and HNI/UHNIs across the country. For more information on us, please visit www.aumcap.com
Job Summary
Responsible for driving life insurance business through client acquisition, relationship management, and cross-selling, while providing suitable insurance solutions aligned with client financial goals.
The primary responsibilities of the RM Life Insurance will be to:
Generate life insurance business through existing and new client relationships.
Build and maintain relationships with HNI, retail, and corporate clients.
Understand client financial needs and recommend suitable life insurance solutions.
Achieve assigned sales, revenue, and premium targets.
Drive cross-selling through wealth, investment, and distribution channels.
Coordinate with insurance partners for policy issuance, servicing, and renewals.
Ensure regular client follow-ups and relationship engagement activities.
Maintain accurate sales pipeline, MIS, and business reports.
Stay updated on insurance products, market trends, and regulatory guidelines.
Ensure adherence to IRDAI regulations and internal compliance policies.
Key Result Areas
Achievement of life insurance sales targets
Growth in premium generation and client acquisition
Robust client retention and renewal ratios
Effective relationship management and servicing
Qualifications & Skills
Graduate / MBA preferred
28+ years of experience in life insurance / BFSI sales
Strong understanding of life insurance products and advisory
Existing client network preferred
IRDAI certification preferred
Ideal Candidate
Target-driven and relationship-oriented professional
Strong communication and negotiation skills
Ability to generate business through networking and referrals
Passion for sales and client engagement .
