Company Description Edelweiss Life Insurance, formerly Edelweiss Tokio Life Insurance, is a nationwide life insurance provider that began operations in July 2011 with a robust 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 customer-centric mindset, Edelweiss Life Insurance operates through multiple distribution channels to serve diverse communities across the country.

Role Description The Relationship Manager is a full-time, on-site role based in the Greater Kolkata Area. This role is responsible for building and maintaining long-term relationships with customers, understanding their financial protection needs, and recommending suitable life insurance solutions. Daily activities include engaging with prospective and existing clients, explaining product features and benefits, supporting customers through the policy application and claims processes, and ensuring timely follow-ups.

The Relationship

Manager collaborates with internal teams to resolve customer issues, maintains accurate records of interactions and sales activities,



and works towards achieving individual and branch-level business targets. The role also involves participating in local marketing initiatives and events to enhance brand visibility and support business growth.

Qualifications

- Strong customer relationship management and client servicing skills, with the ability to build trust and long-term engagement.
- Sales and business development capabilities, including prospecting, negotiation, and closing, preferably in insurance or financial services.
- Excellent communication and interpersonal skills, with proficiency in explaining complex concepts in a clear and simple manner.
- Basic analytical and problem-solving skills to understand customer needs and suggest appropriate insurance solutions.
- Comfort using digital tools and CRM systems for lead management, documentation, and reporting.
- Bachelor’s degree in any discipline; a specialization in finance, business, or marketing is an advantage.
- Prior experience in life insurance, banking, or financial advisory roles is preferred but not mandatory.
- Ability to work on-site in the Greater Kolkata Area, manage multiple client interactions, and meet performance targets in a fast-paced environment.

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