Priority Relationship Manager

Company Description

Established in 2000, Aditya Birla Sun Life Insurance Company Limited (ABSLI) is a joint venture between the Aditya Birla Group, a renowned Indian conglomerate, and Sun Life Financial Inc., a leading international financial services organization from Canada. ABSLI is amongst the top 7 private life insurance companies in India and has contributed significantly to the industry's growth. Known for innovation, it was the first in India to introduce the "Free Look Period" and launched Unit Linked Life Insurance plans. ABSLI offers a comprehensive range of insurance products, including term plans, health plans, life stage products, and retirement plans.

Role DescriptionPriority Relationship Manager – Banca Assurance (Aditya Birla Sun Life Insurance | HDFC Bank Branch)

Priority Relationship Manager

Location -

Key Responsibilities:

• Build and maintain strong relationships with HDFC Bank branch staff and customers to drive Life Insurance business.
• Achieve business growth and sales targets by offering tailored life insurance solutions to priority customers.
• Ensure seamless

  customer service

  , from need analysis to timely policy issuance and servicing.
• Drive

  client retention

  through regular engagement, after-sales service, and renewal follow-ups.
• Collaborate with bank staff to generate leads, ensure effective conversions, and support branch-level business objectives.
• Maintain compliance with regulatory and company guidelines while ensuring superior customer experience.

Qualifications

• Good in client management, customer service, and financial advisory
• Good communication, interpersonal, and relationship-building skills
• Strong understanding of life insurance products and financial planning
• Proficiency in organizational and problem-solving skills
• Minimum of 2-3 years of experience in the insurance or financial services industry