Relationship Manager

About the Role

This position is within the Direct Marketing Channel (B2C) of Kotak Life Insurance, focusing on direct customer engagement with leads provided by the company. The candidate will personally interact with potential clients, present life insurance products, and successfully close sales transactions. This role is not related to agency hiring and does not involve recruiting agents, advisors, or partners.

Responsibilities

• Perform daily cold calling using the client database
• Schedule client appointments
• Conduct 20-23 face-to-face meetings per day throughout the city
• Explain life insurance products and financial solutions effectively to clients
• Manage documentation and ensure closure of business deals
• Maintain records of daily sales activities and overall productivity

Eligibility

The position is open to any graduate individuals interested in a career in life insurance sales.

Company Overview

Kotak Mahindra Life Insurance Company Ltd, formerly Kotak Mahindra Old Mutual Life Insurance Ltd, is a wholly owned subsidiary of Kotak Mahindra Bank Ltd after buying back its stake from Old Mutual. The company combines global expertise with local strengths to offer a wide range of innovative life insurance products, assisting customers throughout various life stages to make sound financial decisions and maintain financial independence. Serving over 18 million lives, it is recognized as one of the fastest-growing insurance companies in India.