Relationship Manager

About the Role

This position is focused on direct marketing within the B2C segment for Kotak Life Insurance. Employees receive customer leads and are responsible for engaging with potential clients personally to present and sell life insurance products. It is important to note that this role does not pertain to agency recruitment or expanding advisory networks but is centered exclusively on direct sales to customers.

Key Responsibilities

• Conducting daily cold calls using the provided client database.
• Scheduling appointments with prospective clients.
• Carrying out approximately 23 in-person client meetings each day across the local city area.
• Presenting and explaining life insurance offerings and related financial solutions to customers.
• Managing all documentation processes and finalizing sales transactions.
• Tracking daily sales activities and maintaining high productivity levels.

About Kotak Life Insurance

Kotak Life Insurance is now a wholly owned subsidiary of Kotak Mahindra Bank Limited after buying back its stake from Old Mutual. The company leverages its global expertise and local knowledge to deliver innovative life insurance products aimed at helping individuals make informed financial decisions and achieve financial independence. With coverage exceeding 18 million lives, Kotak Life is recognized as one of the rapidly expanding insurance providers in India.

Eligibility Criteria

Applicants must possess at least a graduate degree to qualify for this role.