DM Udyog Plus Kolkata
Aditya Birla Group — KOLKATA, KOLKATA
Apply Now
Job Description
Job Purpose
Role Objective
Drive business growth by acquiring and managing relationships with SMEs, business owners, and entrepreneurs through a consultative sales approach. The role is responsible for understanding business risks, succession planning, and financial protection needs, and recommending customized business life insurance solutions that safeguard the continuity and financial stability of the enterprise.
Key Responsibilities
- Acquire and develop relationships with SMEs, business owners, and entrepreneurs to expand the Business Life Insurance portfolio.
- Conduct detailed need analysis to understand the customer's business structure, financial liabilities, succession plans, and protection requirements.
- Provide consultative advice on Business Life Insurance solutions such as Key Person Insurance, Partnership Insurance, Loan Protection, and Business Continuity Planning.
- Identify opportunities through networking, referrals, channel partnerships, and market mapping.
- Build long-term relationships with clients and act as a trusted advisor for their business protection needs.
- Collaborate with internal stakeholders, including underwriting, operations, and sales support teams, to ensure seamless customer onboarding and servicing.
- Stay updated on taxation, business regulations, and industry trends to provide relevant financial solutions.
- Ensure compliance with regulatory guidelines and internal processes while delivering superior customer experience.
- Achieve assigned business targets while maintaining high standards of customer engagement and persistency.
Candidate Profile
- Strong understanding of taxation, business laws, and financial planning concepts relevant to business owners.
- Excellent consultative selling, relationship management, and business development skills.
- Ability to understand business financials and recommend appropriate protection solutions.
- Strong communication, presentation, negotiation, and stakeholder management capabilities.
- Self-driven, customer-centric, and result-oriented.
Preferred Experience
- Experience in Life Insurance, Wealth Management, Financial Advisory, or Relationship Management.
- Prior experience in managing SME, MSME, or business-owner relationships is preferred.
- Knowledge of business succession planning, key person insurance, and business protection solutions will be an added advantage.
Key Competencies
- Consultative Selling
- Relationship Management
- Business Acumen
- Financial & Taxation Knowledge
- Negotiation & Influencing
- Customer Centricity
- Strategic Prospecting
- Solution-Oriented Selling
Frequently Asked Questions
What are the eligibility criteria for the DM Udyog Plus Kolkata job at Aditya Birla Group?
Eligibility typically includes the qualifications and experience outlined in the job description above, with around 5-10 Years years of relevant experience expected for this role.
What are the primary responsibilities of a DM Udyog Plus Kolkata at Aditya Birla Group?
The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a DM Udyog Plus Kolkata at Aditya Birla Group.
Is prior experience required for this position?
This role requires around 5-10 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.
What skills are important for this role?
Skills relevant to this position are outlined in the Qualifications & Experience section above. In general, strong communication, domain knowledge, and the ability to meet role-specific targets are valued across similar BFSI positions.
How do I apply for the DM Udyog Plus Kolkata role at Aditya Birla Group?
You can apply directly using the Apply Now button on this page, which will take you to Aditya Birla Group's application process for this role.
Chat us
Call us