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 solid local market knowledge with international insurance expertise, ABSLI focuses on providing reliable protection solutions for customers’ financial futures. The company has played a key role in developing India’s life insurance industry and is ranked among the top private life insurance providers in the country.

ABSLI is recognized for its innovation, including introducing the “Free Look Period,” pioneering Unit Linked Life Insurance plans, and setting transparency benchmarks such as monthly portfolio disclosures. It offers a comprehensive range of products, including term plans, life stage solutions, health plans, and retirement plans to meet diverse customer needs.

Role Description The Relationship Manager role is a full-time, on-site position based in Kolkata. The individual in this role will be responsible for building and maintaining strong relationships with customers, understanding their financial and protection needs, and recommending suitable life insurance and related solutions from ABSLI’s product portfolio. Day-to-day tasks include managing a client portfolio, conducting regular follow-ups, providing policy servicing support,



and ensuring a smooth customer experience throughout the policy lifecycle.

The Relationship

Manager will also collaborate with internal teams to process applications, resolve customer concerns, and support retention and cross-selling initiatives. This role involves meeting defined sales and service targets while adhering to regulatory and company compliance standards.

Qualifications

- Strong customer relationship management and client servicing skills, with the ability to build trust and long-term engagement.
- Sales and business development capabilities, including prospecting, negotiation, and achieving defined targets in financial or insurance domains.
- Excellent communication and interpersonal skills, with proficiency in explaining complex financial products in a clear, simple manner.
- Solid organizational and time-management abilities to handle multiple clients, follow-ups, and documentation efficiently.
- Basic understanding of life insurance products, financial planning concepts, and regulatory requirements; prior experience in insurance or financial services is an advantage.
- Comfort working with digital tools, CRM systems, and standard office software for managing customer data and reporting.
- Bachelor’s degree in any discipline; a specialization in finance, commerce, business, or a related field is preferred.
- High ethical standards, attention to detail, and a customer-centric mindset focused on delivering quality service.

📌 Relationship Manager (Kolkata)
🏢 Aditya Birla Sun Life Insurance
📍 Kolkata