Company Description Aditya Birla Capital is a diversified financial services group within the Aditya Birla Group, offering solutions across life insurance, health insurance, mutual funds, lending, and other financial products. The company focuses on helping individuals and businesses meet their financial goals through responsible, customer-centric advisory and service.

It emphasizes ethical practices, long-term relationships, and sustainable growth across its businesses. Team members work in a team-oriented, performance-driven environment with opportunities for learning, development, and career advancement.

Role Description The Associate Partner role is a full-time, on-site position based in Barasat. In this role, the individual will identify and acquire new customers, explain suitable financial and insurance products, and support clients in making informed financial decisions. Daily responsibilities include meeting prospective customers, following up on leads, conducting needs analysis, and maintaining strong relationships with existing clients.

The Associate

Partner will collaborate with the local branch team, participate in sales and training activities, and ensure adherence to company policies and regulatory guidelines.



The role also involves achieving sales targets, preparing basic reports on customer interactions, and providing consistent service to enhance customer satisfaction and retention.

Qualifications

- Strong customer relationship and communication skills, with the ability to explain financial products clearly and build trust.
- Ability to work towards sales and business development targets, including prospecting, follow-ups, and closing transactions.
- Basic understanding or interest in financial services, insurance, and investment products, with readiness to learn and upskill.
- Good organizational and time-management skills to handle multiple client interactions and documentation efficiently.
- Minimum educational qualification: typically a bachelor’s degree in any discipline; relevant experience in sales, banking, or insurance is an advantage.
- Comfort working in an on-site, field-oriented role in Barasat, with willingness to travel locally for client meetings.
- Skilled, ethical mindset with a focus on customer service, compliance, and long-term relationship building.

📌 Associate Partner (Barasat)
🏢 Adityabirlacapital
📍 Barasat