vrm

Company Description

Aditya Birla Sun Life Insurance (ABSLI) was established in 2000 as a joint venture between the Aditya Birla Group, a prominent Indian conglomerate, and Sun Life Financial Inc., a leading Canadian financial services organization. ABSLI combines local expertise with global domain knowledge to offer reliable insurance solutions. Ranked among the top seven private life insurance companies in India, ABSLI is known for its innovation, such as introducing the "Free Look Period" and pioneering Unit Linked Insurance Plans. The company offers a comprehensive range of products, including term plans, health plans, and retirement solutions, while maintaining transparency and building trust with its customers.

Role Description

This is a full-time, on-site role in Thane for a Virtual Relationship Manager (VRM). In this role, the VRM will be responsible for managing customer relationships, providing consultation on tailored insurance solutions, and assisting with policy servicing needs. The day-to-day tasks include engaging with existing and potential customers through virtual channels, understanding their financial goals, offering appropriate insurance products, and ensuring a high-quality customer experience. Additionally, the VRM will collaborate with internal teams to ensure seamless customer support and maintain accurate records of customer interactions.

Qualifications

• Customer Relationship Management and Client Servicing skills
• Strong Communication, Interpersonal, and Listening skills
• Sales and Business Development knowledge, preferably in financial services
• Understanding of Insurance Products and Financial Planning
• Proficiency in using CRM tools, virtual communication platforms, and Microsoft Office Suite
• Self-motivated with the ability to manage and prioritize tasks effectively
• Graduation (Bachelor's degree) in any discipline is required; degrees in Commerce, Business, or Finance are preferred
• Experience in the life insurance industry or financial services is an added advantage