Company Description Edelweiss Life Insurance, formerly known as Edelweiss Tokio Life Insurance, is a nationwide life insurance provider that commenced operations in July 2011 with a strong focus on protecting people’s dreams and aspirations. The company emphasizes innovation, simplicity, and a modern approach to life insurance that aligns with evolving customer expectations.

Edelweiss Life

Insurance offers need-based and innovative solutions designed to help customers live their “#zindagiunlimited.” With a customer-centric philosophy, the organization operates through multiple distribution channels to serve individuals and families across India. Team members join a culture that values service, trust, and long-term relationships with customers.

Role Description The Relationship Manager is a full-time, on-site role based in Coimbatore, responsible for developing and maintaining strong relationships with customers and partners. Day-to-day activities include understanding customer needs, explaining life insurance products and solutions, and recommending appropriate plans that align with their financial goals and protection requirements. The role involves managing a portfolio of existing customers, providing regular follow-ups, ensuring timely policy renewals, and addressing service-related queries.

The Relationship

Manager will collaborate with internal teams and distribution partners to achieve sales and service targets, support marketing and outreach activities, and maintain accurate records of customer interactions.



Consistent, ethical engagement and a focus on customer satisfaction are key components of success in this position.

Qualifications

- Robust customer relationship management abilities, including active listening, empathy, and a consultative approach to understanding financial protection needs.
- Sales and business development skills with experience in meeting targets, generating leads, and converting prospects, ideally within financial services or insurance.
- Effective communication and presentation skills, with the ability to explain complex insurance products in clear, simple language to diverse customers.
- Organizational and time management skills to handle multiple customer accounts, follow-ups, and documentation with accuracy and reliability.
- Basic analytical and numerical skills to understand policy features, premiums, and benefits, and to prepare simple financial or protection proposals.
- Comfort using digital tools and CRM or sales support systems for customer tracking, reporting, and collaboration with internal teams.
- Bachelor’s degree in any discipline; a specialization in finance, commerce, or business is an advantage.
- Prior experience in life insurance, banking, or financial services is preferred but not mandatory; a strong customer-service mindset is essential.
- Ability to work on-site in Coimbatore, with flexibility to meet customers during standard business hours and occasionally beyond as required.

📌 Relationship Manager (Coimbatore)
🏢 EDELWEISS LIFE INSURANCE
📍 Coimbatore