Relationship Manager

Company Description Edelweiss Life Insurance (formerly Edelweiss Tokio Life Insurance) is a nationwide life insurance provider that began operations in July 2011 with a strong commitment to protecting people's dreams and aspirations. The company focuses on innovation, simplicity, and a modern approach to life insurance that reflects the evolving expectations of customers. It offers need-based and innovative solutions designed to help customers live their #zindagiunlimited. With a customer-centric mindset, Edelweiss Life Insurance operates through multiple distribution channels to serve diverse communities across India effectively.
Role Description The Relationship Manager is a full-time, on-site role based in Odisha, India. This role is responsible for building and maintaining long-term relationships with customers, understanding their financial protection needs, and recommending suitable life insurance solutions. Day-to-day responsibilities include meeting prospective and existing customers, explaining product features and benefits, supporting policy applications, and ensuring timely follow-up and service. The Relationship Manager will collaborate with internal teams to resolve customer queries, manage renewals and policy servicing, and contribute to business growth through ethical and customer-focused sales practices. The role also involves meeting assigned sales and service targets while maintaining high standards of professionalism and compliance with company policies and regulatory guidelines.
Qualifications

• Strong customer relationship management skills, including the ability to build trust, understand customer needs, and provide tailored insurance solutions.
• Sales and business development abilities, with experience in achieving targets and generating new business in financial services or related sectors.
• Excellent communication and interpersonal skills to explain complex products clearly and interact effectively with diverse customers.
• Solid organizational and follow-up skills to manage multiple customer accounts, track leads, and ensure timely servicing and renewals.
• Ability to work on-site in Odisha, India, and travel locally as needed to meet customers and partners.
• Basic understanding of life insurance or financial products; prior experience in insurance or banking is an advantage.
• Comfort with using digital tools and CRM systems for customer engagement, documentation, and reporting.
• Bachelor's degree in any discipline preferred; relevant professional certifications in insurance or finance are a plus.
• High level of integrity, customer-centric mindset, and commitment to compliance with regulatory and company standards.