Aditya Birla Sun Life Insurance
Website:
adityabirlacapital.com
Job details:
Company Description Aditya Birla Sun Life Insurance Company Limited (ABSLI), established in 2000, is a joint venture between Aditya Birla Group, one of India’s most respected conglomerates, and Sun Life Financial Inc., a leading international financial services organization based in Canada. Combining strong local market knowledge with global insurance expertise, ABSLI focuses on providing reliable protection solutions for customers’ financial futures. The company is recognized as one of the top private life insurance providers in India and has played a key role in shaping the industry’s growth and standards. ABSLI is known for innovation and pioneering practices such as the “Free Look Period”, early introduction of Unit Linked Life Insurance plans, and transparent portfolio disclosure. It offers a comprehensive range of products including term plans, life-stage solutions, health plans, and retirement plans, designed to meet diverse customer needs.
Role Description The Relationship Officer/Manager is a full-time, on-site role based in Gurgaon, responsible for managing and growing a portfolio of life insurance customers and distribution partners. In this position, the individual will build and maintain long-term relationships, provide consultation on suitable insurance and investment solutions, and ensure a high level of service and engagement. Daily activities include meeting existing and potential customers, explaining product features and benefits, assisting with applications and documentation, and coordinating with internal teams for underwriting, claims, and policy servicing. The role also involves achieving sales and business development targets, conducting regular follow-ups, and participating in local marketing or customer awareness activities. The Relationship Officer/Manager will track customer interactions and performance metrics, proactively address queries or issues, and adhere to regulatory and company compliance standards.
Qualifications
- Strong customer relationship management skills, including the ability to build trust, understand customer needs, and maintain long-term partnerships.
- Proficiency in sales and business development, with the capability to meet targets, identify opportunities, and promote life insurance and related financial products.
- Effective communication and interpersonal skills, with the ability to explain complex financial concepts in a clear, simple manner and handle negotiations professionally.
- Solid organizational and time-management abilities, including managing multiple client interactions, maintaining accurate records, and following up promptly.
- Basic analytical and financial acumen to interpret customer profiles, assess risk needs, and match appropriate insurance solutions.
- Comfort working with digital tools and CRM or policy management systems for tracking leads, servicing policies, and reporting.
- Bachelor’s degree in business, finance, marketing, or a related field; a postgraduate qualification in management or finance is an advantage.
- Prior experience in insurance, banking, financial services, or customer-facing roles is strongly preferred; fresh graduates with strong aptitude may also be considered.
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