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Job Description

AB Sunlife Pension Mngt Ltd

Relationship Manager_Pension_Mumbai

Location: Goregaon Ho-mumbai, Maharashtra

Job Description

Role: Relationship Manager (JB 10 / 11)

Location: Mumbai

Role Description

The role will be responsible for group ecosystem channels and company-wide cross-referral programs. This includes managing referral flows (enterprise and retail), activating advisor/distributor networks and internal sales teams, and ensuring consistent follow-ups and conversion of opportunities into business.

  • Manage cross-referrals across group businesses, handling both inbound and outbound enterprise and retail leads
  • Track pipelines, ensure timely follow-ups, and support execution of inter-LoB initiatives and ongoing opportunities
  • Activate ecosystem channels by working closely with sales teams and partner networks to drive NPS business
  • Drive conversions from these channels through continuous engagement, follow-ups, and on-ground execution
  • Coordinate with internal teams (ops, product, tech) to resolve issues and ensure smooth closure of cases
  • Prepare and share periodic MIS and performance updates for tracking progress and identifying gaps


Key Requirements

  • 3 - 7 years of experience in sales, channel management, or relationship roles in financial services
  • Strong execution skills with high discipline in follow-ups, tracking, and closure of leads
  • Experience in managing partners or internal channels to drive consistent business outcomes
  • Ability to work with multiple internal teams and external stakeholders effectively
  • Preferred good understanding of NPS, investment products, or financial services ecosystem
  • High ownership and persistence with a hands-on, execution-driven approach

Minimum Experience Level

3 - 6 years

Job Qualifications

Graduate Diploma

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