Relationship Manager

About Kotak Life Insurance

Kotak Mahindra Life Insurance Company Ltd, formerly known as Kotak Mahindra Old Mutual Life Insurance Ltd, is now a fully owned subsidiary of Kotak Mahindra Bank Ltd after buying back its stake from Old Mutual. Leveraging both international expertise and local insights, the company offers a diverse range of innovative life insurance products to help customers make important financial decisions throughout their lives and maintain financial independence. The company covers over 18 million lives and is recognized as one of India's fastest-growing insurance firms.

Role Overview

This position is focused on direct-to-customer sales within the marketing channel (B2C). Selected candidates will receive leads from the company and are tasked with personally engaging with potential customers to explain life insurance solutions and successfully close sales. This role does not involve recruiting agents, advisors, or partners and is distinct from agency hiring.

Key Responsibilities

• Perform daily cold calls using the provided client database.
• Schedule appointments with potential clients.
• Conduct 20 to 23 face-to-face meetings each day across the city.
• Articulate insurance product details and financial solutions effectively to customers.
• Manage all documentation processes and finalize business closures.
• Maintain productivity through consistent sales activity tracking.

Eligibility

This opportunity is open to candidates holding a minimum qualification of any graduate degree.