Relationship Manager

About Kotak Life Insurance

Kotak Mahindra Life Insurance Company Ltd, a wholly owned subsidiary of Kotak Mahindra Bank Ltd, offers a broad range of life insurance products designed to empower customers to make informed financial decisions throughout their lives. With coverage exceeding 18 million lives, Kotak Life is one of the fastest growing insurance providers in India.

Role Overview - Direct Marketing Channel (B2C)

This role involves direct-to-customer sales where the company supplies leads to the sales personnel. The primary responsibility is engaging with prospective customers personally, discussing life insurance options, and successfully closing sales based on pre-assigned leads. This position excludes any involvement in agent or partner recruitment.

Key Responsibilities

• Conducting daily cold calls using the client database.
• Scheduling appointments with potential clients.
• Carrying out 2 to 3 face-to-face meetings per day across the city.
• Providing comprehensive explanations of insurance products and financial plans.
• Managing documentation and completing sales transactions.
• Maintaining consistent sales activity and meeting productivity targets.

Eligibility Criteria

Applicants must hold at least a graduate degree.