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Relationship Manager-Life Insurance Broking (Chennai)

AUM CAPITAL · Chennai

📅 08/08/2026
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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 .
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