Relationship Manager

Company Description Edelweiss Life Insurance, formerly Edelweiss Tokio Life Insurance, operates nationwide with a strong focus on protecting peoples dreams and aspirations. Since beginning operations in 2011, the company has emphasized innovation, simplicity, and a modern approach to life insurance that matches evolving customer expectations. Edelweiss Life Insurance offers need-based and innovative solutions designed to help customers live their #zindagiunlimited. With a customer-centric mindset, the company uses multiple distribution channels to serve diverse customer segments across the country. Team members join a growing organization committed to long-term relationships, transparent service, and meaningful financial protection.

Role Description This is a full-time, on-site Relationship Manager role based in Coimbatore. The Relationship Manager will be responsible for building and maintaining strong relationships with existing and prospective customers, understanding their financial protection needs, and recommending suitable life insurance solutions. Daily activities include meeting clients, explaining product features and benefits in a clear and ethical manner, handling queries, and ensuring a smooth onboarding and policy servicing experience. The role involves coordinating with internal teams to process applications, resolve service issues, and support renewals, as well as maintaining accurate records and customer follow-ups. The Relationship Manager will also contribute to business growth by identifying new opportunities, participating in local marketing initiatives, and achieving defined sales and service targets.

Qualifications

• Customer relationship and service skills, including the ability to build trust, manage client expectations, and maintain long-term engagements.
• Sales and business development capabilities, such as prospecting, need-based selling, and achieving individual and team targets in a structured environment.
• Communication and interpersonal skills, including clear verbal and written communication, active listening, and the ability to explain complex concepts simply.
• Organizational and follow-up skills, including maintaining accurate records, handling multiple client interactions, and meeting deadlines consistently.
• Basic financial and insurance awareness, with the ability to understand protection and savings products and match them to customer needs.
• Comfort working in an on-site, customer-facing role in Coimbatore, with a willingness to travel locally for client meetings as required.
• Proficiency in common office productivity tools (e.g., email, spreadsheets, CRM or customer management systems).
• Minimum of a bachelors degree in any discipline; prior experience in life insurance, banking, or financial services relationship management is an added advantage.