Relationship Manager / Sr. Relationship Manager – Direct Channel

Aegon Life insurance co. ltd


Job Description

Designation Relationship Manager
Reporting to Business Development Manager
Location Delhi / Chandigarh / Ludhiana / Gurgaon / Jaipur
Function Sales
No of people reporting -NA-

To uncover and explain the need for LIFE INSURANCE products to customers and sell the appropriate product and amount of ‘protection’ and ‘savings’ plans to them


  • Search, identify & conduct daily sales calls for financial planning sessions with clients
  • Acquire customers and generate the targeted amount of premium – Deliver Complete Product Information to Customers
  • Monitor & fulfill prospect and customer leads provided by the company for new business or cross sell opportunity
  • Cross sell and upsell products to existing customers & build portfolios
  • Manage the relationship with customers to ensure persistency & renewals
  • Ensure adherence to all sales systems, operational, underwriting, compliance guidelines & ensure accurate data capture
  • Ensure the delivery of all S&D and financial KPI defined for the role
  • Ensure adhere to the defined sales process, AML & KYC guidelines, code of conduct & rules of the company
  • Report and highlight any violation of sales, compliance, HR guidelines to superiors

Key Critical Competencies

  • Communication & Presentation Skills
  • Interpersonal Skills
  • Result & Achievement Oriented
  • Customer & Service Orientation
  • Initiative & Self direction
  • Numerical Ability & Logical Reasoning
  • Planning & Execution
  • Role Modeling Brand Values


Relationship Management


B.Sc. / Engg. / B.Com. Graduates (Male & Female)/MBA/ Post Graduates from reputed institutes with academic background.

Preferred Industry –

Financial Services – MNC Banks (Liabilities, Mortgages), Broking Firms, Corporate Agencies and DST’s of MNC Banks, Insurance Cos

Years of experience –

1-3 years (Post Graduates)

2– 4yrs    (Graduates)


  • We offer you an opportunity to work for one of the world’s largest financial services group as a full time employee
  • We offer you an extensive training & development programme to build your technical and leadership skills
  • We offer you a rewarding experience with best in class compensation
  • We offer you an exciting variable compensation programme which rewards you on among other things:
    1. Customer Acquisition
    2. Premium Generation
    3. Persistency & Renewals
    4. Portfolio Growth
  • We offer you the best in class technology platforms to help you drive & improve your performance
    1. Customer Relationship Management System to help track and manage your relationships and portfolios
    2. Sales & Distribution Systems for managing your leads, personal goals, performance and development programs
  • We offer marketing and database support to help you maximize your productivity.

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