Project Lead – Insurance & Asset Management

You are as unique as your background experience and point of view. Here youll be encouraged empowered and challenged to be your best self. Youll 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 youll 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.

Job Description:

JOB TITLE: Project Lead Insurance & Asset Management

Sun Life Financial India Location: Mumbai

About the Role

Were seeking an experienced Project Lead to drive strategic initiatives across our Insurance and Asset Management operations in India. Youll 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 Indias 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 Indias 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 Youll Need

Education

• Bachelors or Masters 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 collaborative relationships

JOB TITLE: Project Lead Insurance & Asset Management

Sun Life Financial India Location: Mumbai

About the Role

Were seeking an experienced Project Lead to drive strategic initiatives across our Insurance and Asset Management operations in India. Youll 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 Indias 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 Indias 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 Youll Need

Education

• Bachelors or Masters 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 collaborative relationships

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