Virtual Relationship Manager

Company Description Aditya Birla Sun Life Insurance Company Limited (ABSLI), established in 2000, is a joint venture between the Aditya Birla Group, one of India's most respected conglomerates, and Sun Life Financial Inc., a leading international financial services organization from Canada. Combining strong local insights with global domain expertise, ABSLI focuses on providing robust financial protection and long-term solutions for customers. 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. Known for its innovation, ABSLI introduced several industry-first practices such as the Free Look Period, pioneering unit-linked life insurance plans among private players, and monthly portfolio disclosures. ABSLI 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 Virtual Relationship Manager is responsible for managing and deepening customer relationships through digital and telephonic channels in a full-time, on-site role based in Mumbai. Day-to-day activities include engaging with existing and prospective policyholders, understanding their financial protection and investment needs, and recommending suitable ABSLI products. The role involves handling inbound and outbound customer interactions, providing timely information on policy features, renewals, claims-related queries, and service requests. The Virtual Relationship Manager is expected to maintain accurate records in CRM systems, follow compliance and quality guidelines, and collaborate with internal teams to ensure a seamless customer experience. The position also includes meeting defined business targets, cross-selling and upselling relevant products, and continuously improving customer satisfaction through proactive service.
Qualifications

• Strong customer relationship management, client servicing, and stakeholder communication skills.
• Proficiency in telephonic and virtual communication, including clear spoken and written English; knowledge of additional regional languages is an advantage.
• Basic sales and cross-selling abilities, with comfort in working with targets, lead management, and conversion tracking.
• Familiarity with financial services or insurance products, particularly life insurance, with the ability to explain features and benefits in simple terms.
• Competence in using CRM tools, MS Office applications, and digital communication platforms to manage customer data and interactions.
• Strong problem-solving, listening, and follow-up skills, with attention to detail and adherence to regulatory and company processes.
• Ability to work in a structured on-site environment, manage time effectively, and collaborate well within a team.
• Bachelor's degree in any discipline (Commerce, Finance, Business, or related fields preferred); prior experience in banking, insurance, or contact center roles is an added advantage.