Relationship Manager

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 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