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
- Strong 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
- Robust communication and negotiation skills
- Ability to generate business through networking and referrals
- Passion for sales and client engagement

📌 Relationship Manager-Life Insurance Broking (Chennai)
🏢 AUM CAPITAL
📍 Chennai