Edelweiss Life Insurance
Website:
edelweisslife.in
Job details:
Company Description Edelweiss Life Insurance (formerly Edelweiss Tokio Life Insurance) is a national life insurance provider that began operations in July 2011 with a strong focus on protecting individuals’ dreams and aspirations. The company emphasizes innovation, simplicity, and a contemporary approach to life insurance that aligns with evolving customer expectations. It offers need-based and innovative solutions designed to help customers live their “zindagi unlimited.” With a firmly customer-centric philosophy, Edelweiss Life Insurance operates through multiple distribution channels to serve diverse communities across the country. Team members join a culture that values responsiveness, trust, and long-term customer relationships.
Role Description The Relationship Manager role is a full-time, on-site position based in Roorkee. The Relationship Manager will be responsible for managing and growing a portfolio of customers, understanding their insurance needs, and recommending suitable life insurance solutions. Day-to-day tasks include engaging with prospective and existing customers, explaining product features and benefits, and providing guidance on policy selection, servicing, and renewals. The role involves regular follow-ups, maintaining accurate customer records, coordinating with internal teams for policy issuance and claims support, and meeting defined sales and service targets. The Relationship Manager will also participate in local marketing and outreach activities to build brand presence and strengthen long-term customer relationships.
Qualifications
- Ability to build and maintain strong customer relationships, with skills in client servicing and customer engagement.
- Strong communication and interpersonal skills, including clear verbal and written communication and confident presentation abilities.
- Sales and business development aptitude, with the ability to identify opportunities, meet targets, and manage a sales pipeline.
- Basic analytical and problem-solving skills to understand customer needs, suggest appropriate products, and resolve issues effectively.
- Comfort with using digital tools and CRM or similar systems to track leads, manage customer data, and report activity.
- Ability to work in a structured, goal-oriented environment while collaborating with cross-functional teams.
- Bachelor’s degree in any discipline; education in business, finance, or insurance is an advantage.
- Prior experience in insurance, financial services, or customer-facing roles is preferred but not mandatory.
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