Relationship Manager

About the Role

This position involves direct-to-customer sales within the direct marketing channel (B2C) at Kotak Life Insurance. The company supplies leads to employees who are responsible for establishing contact with prospective customers, meeting them personally, presenting life insurance options, and successfully closing sales. This opportunity is focused solely on sales and does not include recruitment of agents, advisors, or any partners.

Key Responsibilities

• Engage in daily cold calling activities using the client database
• Arrange appointments with potential clients
• Conduct approximately 23 face-to-face client meetings throughout the city each day
• Provide thorough explanations of insurance products and related financial solutions
• Manage necessary documentation and complete the sales process
• Maintain records of daily sales activities and monitor productivity

Company Overview

Kotak Mahindra Life Insurance Company Ltd, a fully owned subsidiary of Kotak Mahindra Bank Ltd, recently reacquired full ownership by buying back shares from Old Mutual. The company blends international expertise with local insights to deliver innovative life insurance products, assisting customers in making significant financial decisions at every life stage and fostering financial independence. Covering over 18 million lives, it is among the fastest-growing insurance providers in India.

Eligibility

Applicants must hold a graduate degree to be considered for this role.