Company Description Aditya Birla Sun Life Insurance Company Limited (ABSLI), established in 2000, is a joint venture between the Aditya Birla Group, a respected Indian conglomerate, and Sun Life Financial Inc., a leading international financial services organization from Canada. The company combines strong local market knowledge with global insurance expertise to offer robust protection solutions for customers future financial needs. ABSLI is recognized as one of the top private life insurance companies in India and has played a key role in the growth of the industry. It is known for innovation and setting industry benchmarks, such as introducing the Free Look Period, pioneering Unit Linked Life Insurance plans, and leading transparency initiatives like monthly portfolio disclosures. ABSLI offers a comprehensive range of products including term plans, life stage solutions, health plans, and retirement plans to address diverse customer requirements.
Role Description The Senior Relationship Officer is a full-time, on-site role based in Bangalore Urban, focused on developing and managing long-term relationships with customers and partners. The role involves engaging with clients to understand their financial protection and investment needs, recommending suitable insurance solutions, and supporting them throughout the policy lifecycle. The Senior Relationship Officer will drive sales activities, meet assigned targets, and ensure high standards of customer service and retention. Daily responsibilities include conducting meetings and presentations, following up on leads, resolving queries, coordinating with internal teams for policy issuance and servicing, and maintaining accurate records in line with company and regulatory requirements. The role also requires staying updated on products, processes, and market trends to provide informed guidance and build trust with customers.
Qualifications
- Strong Business Relationship Management skills with the ability to build, grow, and maintain professional client and partner relationships.
- Knowledge of Finance and insurance concepts, including life insurance and investment products, to effectively understand and address customer needs.
- Excellent Communication skills, both verbal and written, for client interactions, presentations, and coordination with internal stakeholders.
- Proven Customer Service skills, with a focus on responsiveness, problem-solving, and delivering a positive customer experience.
- Demonstrated Sales skills, including prospecting, negotiation, closing, and achieving or exceeding performance targets.
- Bachelor's degree in business, finance, marketing, or a related field; a background in financial services or insurance is an advantage.
- Ability to work in a structured, target-driven environment, with strong planning, time management, and follow-up capabilities.
- Comfort with using CRM tools and basic office software for reporting, documentation, and customer follow-up.
