Project Lead – Insurance & Asset Management

Experience: 10 to Not Available years

Location: Mumbai, Maharashtra

Skills: Project Management, Agile, Analytical Excellence, Interpersonal, Microsoft Office Suite, data analysis tools, presentation software, Business Acumen

Job Description
You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

About the Role
We're seeking an experienced Project Lead to drive strategic initiatives across our Insurance and Asset Management operations in India. You'll work directly with senior leadership at Sun Life India and key stakeholders at Aditya Birla Sun Life Insurance/Asset Management, ensuring successful delivery of high-impact projects.

Key Responsibilities
Strategic Project Management
• Lead end-to-end project management for Sun Life India's strategic initiatives and transformational projects
• Collaborate closely with Sun Life India leadership and Aditya Birla Sun Life Insurance/Asset Management stakeholders
• Design and implement monitoring frameworks to track project progress, identify risks, and communicate status effectively
• Conduct data analysis to measure project performance against established KPIs and success metrics

Strategic Insights & Analytics
• Deliver actionable analytical insights to Sun Life India's senior leadership team
• Provide competitive intelligence and industry analysis to inform strategic decisions




• Monitor ongoing initiatives and recommend course corrections based on data-driven findings

Executive Support & Communication
• Prepare high-quality presentations and business analyses for strategic leadership meetings
• Translate complex data into clear, compelling narratives for executive audiences
• Facilitate decision-making through well-structured analytical inputs

What You'll Need
Education
Bachelor's or Master's degree in Business, Management, or related field

Essential Skills
• Project Management: Proficiency in project management methodologies and tools; Agile experience is a plus
• Analytical Excellence: Strong problem-solving abilities with meticulous attention to detail
• Communication: Exceptional verbal and written communication skills in English
• Interpersonal: Proven ability to build relationships and influence across organizational levels
• Technical: Advanced proficiency in Microsoft Office Suite, data analysis tools, and presentation software
• Business Acumen: Rapid learning capability to understand complex business & distribution models, identify challenges, and develop solutions

Experience Requirements
• Required Minimum 10 years of relevant professional experience
• Demonstrated track record working with C-suite executives on strategic initiatives and business reviews
• Experience managing cross-functional projects and teams
• Preferred Background in life insurance and/or asset management distribution
• Hands-on experience with distribution projects
• International or multi-geography project experience
• Experience working across diverse teams within and outside India

What Makes You Stand Out
• Strategic mindset with execution excellence
• Ability to thrive in a fast-paced, matrixed environment
• Experience building dashboards and establishing feedback mechanisms with field sales teams
• Proven ability to work independently while maintaining strong cooperative relationships

Job Category
Project Management - Process
Posting End Date
18/03/2026

📌 Project Lead – Insurance & Asset Management (Mumbai)
🏢 Sun Life Financial
📍 Mumbai