Relatonship Manager- Life Insurance- Kolkata Only

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 11,000 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/ general insurance sales targets

· Growth in premium generation and client acquisition

· Strong client retention and renewal ratios

· Effective relationship management and servicing

Qualifications & Skills

· Graduate / MBA preferred

· 2–8+ 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