Relationship Officer / Unit Sales Manager

Company Description Aditya Birla Sun Life Insurance Company Limited (ABSLI), established in 2000, is a joint venture between the Aditya Birla Group, a leading Indian conglomerate, and Sun Life Financial Inc., a global financial services organization based in Canada. Combining strong local expertise with international insurance domain knowledge, ABSLI focuses on providing robust financial protection solutions for customers. The company ranks among the top private life insurance providers in India and is known for driving growth and innovation in the industry. ABSLI has introduced several industry-first practices, such as the Free Look Period, pioneering unit-linked life insurance plans, and disclosing portfolios on a monthly basis to enhance transparency. The organization offers a comprehensive range of products including term plans, life stage solutions, health plans, and retirement plans.
Role Description The Relationship Officer / Unit Sales Manager is a full-time, on-site role based in Mumbai, responsible for developing and managing long-term customer relationships for life insurance and investment products. The role involves identifying prospective clients, conducting meetings and presentations, understanding customer financial needs, and recommending suitable ABSLI solutions. Daily activities include achieving sales targets, managing a portfolio of unit-linked and other insurance products, coordinating with internal teams for smooth policy issuance and servicing, and maintaining accurate records of client interactions and sales activities. The role also requires ongoing follow-up with customers, handling service queries, supporting renewals, and participating in branch-level marketing and outreach initiatives to expand the customer base.
Qualifications

• Strong Business Relationship Management skills, including client acquisition, retention, and portfolio management.
• Foundational knowledge of Finance and insurance products, including unit-linked plans and protection solutions.
• Excellent Communication skills, with the ability to explain financial concepts clearly and build trust with diverse customers.
• Customer Service orientation, focusing on responsive support, problem-solving, and high service quality.
• Proven Sales skills in financial services or insurance, with experience meeting or exceeding revenue and activity targets.
• Bachelor's degree in business, finance, commerce, or a related field; relevant certifications in insurance or financial planning are an advantage.
• Ability to work in a fast-paced on-site environment in Mumbai, with strong organizational and time-management skills.
• Comfort with using CRM tools, basic office software, and reporting systems to track leads, policies, and performance metrics.