Relationship Manager

Company Description

Edelweiss Life Insurance, established in July 2011, focuses on protecting the dreams and aspirations of its customers through innovative and tailored life insurance solutions. The company is committed to simplicity, customer-centricity, and leveraging modern approaches to meet the evolving needs of todays consumers. By offering need-based solutions that empower individuals to live limitless lives, Edelweiss Life Insurance operates across India through a multi-channel distribution network. Its mission is to redefine the life insurance experience, making it more accessible and meaningful for customers nationwide.
Role Description

This is a full-time, on-site Relationship Manager role based in Surat. The Relationship Manager will be responsible for building and nurturing client relationships, identifying customer needs, and recommending appropriate life insurance solutions. Day-to-day activities include regular communication with clients, conducting financial analyses, promoting products, and meeting business targets. The role also involves maintaining records, preparing reports, and staying updated on market trends and insurance products to provide the best customer service and solutions.
Qualifications

• Excellent interpersonal, communication, and customer relationship-building skills
• Proficiency in sales techniques, lead generation, and customer consultation

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  Ability to analyze financial needs and recommend tailored insurance solutions
• Strong organizational, problem-solving, and reporting skills
• Knowledge of the life insurance industry or financial products is an added advantage
• Bachelors degree in Business, Finance, Marketing, or a related field
• Proven ability to work in an on-site environment and achieve sales targets