Relationship Manager

Company Description Edelweiss Life Insurance, formerly Edelweiss Tokio Life Insurance, began nationwide 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 aligns with evolving customer expectations. It offers need-based and innovative life insurance solutions designed to help customers live their #zindagiunlimited. With a customer-centric mindset, Edelweiss Life Insurance operates through multiple distribution channels to effectively serve diverse customer segments across the country.
Role Description The Relationship Manager is a full-time, on-site role based in Vadodara. The role involves building and maintaining long-term relationships with customers, understanding their financial protection needs, and recommending suitable life insurance solutions. The Relationship Manager will manage customer portfolios, handle queries and service requests, and ensure timely follow-ups to enhance customer satisfaction and retention. Responsibilities include coordinating with internal teams for policy issuance and servicing, supporting sales and renewal activities, and adhering to regulatory and company guidelines. The role also requires tracking performance metrics, preparing regular reports, and participating in local marketing or customer engagement initiatives as needed.
Qualifications
Strong customer relationship management and client servicing abilities, with a focus on trust-building and long-term engagement.
Proficiency in consultative selling, needs-based financial discussions, and presenting life insurance solutions clearly and confidently.
Solid communication and interpersonal skills, including active listening, negotiation, and professional presentation.
Good organizational and time management skills, with the ability to handle multiple customer accounts and follow-ups efficiently.
Comfort with basic technology tools such as CRM systems, office productivity software, and digital communication platforms.
Bachelor’s degree in business, finance, marketing, or a related field is preferred.
Prior experience in insurance, financial services, or sales/customer-facing roles is an advantage.
Knowledge of life insurance products, regulatory norms, and local market dynamics in Vadodara is beneficial.
Ability to work on-site, collaborate with cross-functional teams, and meet performance and compliance standards.

Work arrangement
No