AM/DM - Relationship Management

Description

EFU Life Assurance Ltd. is seeking an experienced professional to join as a Relationship Manager in the Retirement Solutions Department. This role serves as a strategic support resource and subject matter expert dedicated to enhancing the capabilities of all sales channels specifically within the Retirement Solutions segment. The incumbent plays a critical role in structuring and facilitating the closure of deals, ensuring that all client and stakeholder relationships are managed effectively to maximize organizational success. With a focus on expertise and enablement rather than sales targets or commissions, this position provides invaluable deal support and cultivates strong, long-lasting client partnerships. The successful candidate will have at least five years of relevant experience and will be responsible for leading and mentoring a small team comprised of one person.

Responsibilities

Key Responsibilities:

• Act as the primary Retirement Solutions SME across all distribution channels (Bancassurance, Corporate Sales, Salesforce, TSM).
• Proactively tag along with sales teams for high-value discussions, complex cases, and institutional engagements.
• Support product positioning, structuring, and solution design for VPS, Annuities, Corporate Retirement, and related RS offerings.
• Assist sales teams in closing transactions by addressing technical, regulatory, tax, and structuring queries.
• Conduct client-facing presentations, workshops, and proposal walkthroughs where required.
• Work closely with Product & Strategy, and Operations to ensure feasibility and smooth execution.
• Support internal training and certification initiatives for RS products across sales channels.
• Provide market feedback and insights to strengthen RS product strategy and positioning.

Key Skills & Competencies:

• • Deep understanding of retirement and pension products (VPS, annuities, provident / corporate retirement solutions).
  • Strong stakeholder management and advisory skills.
  • Excellent presentation and solution-structuring capability.
  • Regulatory and tax awareness related to retirement products.
  • Ability to influence outcomes without direct sales targets or incentives.

Experience

5 Years

Apply By

Mar 17, 2026

Required Skills

• Client Relationship Management
• Stakeholder Management
• Stakeholder Analysis
• Corporate Retirement Management
• Pension Fund Management
• Channel Management
• Channel Sales Strategy
• Channel Performance Analytics