Company Description Edelweiss Life Insurance, formerly known as Edelweiss Tokio Life Insurance, began nationwide operations in July 2011 with a core commitment to protecting people’s dreams and aspirations. The company focuses on innovation, simplicity, and a modern approach to life insurance that aligns with the expectations of today’s customers. It offers need-based and innovative life insurance solutions designed to help customers live their #zindagiunlimited.

With a strong customer-centric philosophy, Edelweiss Life Insurance operates through multiple distribution channels to effectively serve diverse customer segments across India.

Role Description The Relationship Manager is a full-time, in office role based in Bengaluru. This role is responsible for managing and nurturing relationships with existing and prospective customers, understanding their insurance needs, and recommending suitable life insurance solutions.

The Relationship

Manager will handle daily customer interactions, follow up on leads, support policy servicing requests, and ensure a high standard of customer satisfaction.

Responsibilities include coordinating with internal teams for timely policy issuance and claims support, maintaining accurate records in CRM systems, and meeting defined sales and service targets.



The role also involves participating in local marketing and customer engagement activities to enhance brand presence and build long-term customer loyalty.

Qualifications

- Strong customer relationship management skills, including the ability to build trust, understand needs, and provide tailored solutions.
- Sales and negotiation skills, with the capability to convert leads, achieve targets, and manage a pipeline of prospects.
- Excellent communication and interpersonal skills for clear, empathetic, and skilled interactions with diverse customers.
- Organizational and time management skills to handle multiple accounts, follow-ups, and documentation efficiently.
- Basic financial and insurance literacy, with the ability to explain life insurance products and benefits in simple terms.
- Proficiency in common office software and CRM tools; comfort working with reports and customer data.
- Bachelor’s degree in Business, Finance, Marketing, or a related field, or equivalent practical experience.
- Prior experience in life insurance, banking, or financial services relationship management is an advantage.
- Ability to work on-site in Bengaluru, adapt to a fast-paced environment, and uphold ethical and regulatory standards.

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