RM Wealth - Life Insurance Business ( B to B )

Role Description This is a full-time, on-site role based in New Delhi for an RM Wealth – Life Insurance Business (B2B). The role involves managing and growing relationships with institutional and corporate clients, focusing on life insurance and wealth solutions within a business-to-business framework. Daily responsibilities include identifying new business opportunities, presenting tailored insurance and wealth management products, coordinating with internal teams to design solutions, and ensuring smooth onboarding and ongoing service for clients. The role also includes conducting market and client research, preparing proposals and presentations, and maintaining accurate records of client interactions and pipelines. The individual will work closely with senior leadership to support revenue targets, compliance standards, and long-term partnership dev

• Strong relationship management and client servicing skills, with experience in B2B interactions, preferably in insurance, wealth management, or financial services.
• Proficiency in sales, business development, and consultative selling, with the ability to identify client needs and recommend suitable life insurance and wealth solutions.
• Solid understanding of financial products, life insurance, and wealth management concepts, with the ability to explain them clearly to decision-makers.
• Effective communication, presentation, and negotiation skills, with confidence in engaging senior stakeholders and corporate clients.
• Strong analytical and research abilities, including market analysis, client profiling, and pipeline tracking using CRM or similar tools.
• High level of professionalism, integrity, and adherence to regulatory and compliance requirements in financial services.
• Ability to work independently on-site in New Delhi, collaborate with cross-functional teams, and manage multiple accounts and priorities.
• Bachelor's degree in Business, Finance, Commerce, or a related field; prior experience in life insurance or wealth management B2B roles is an advantage.