Investment Relationship Manager Kotak Life
Kotak Life Insurance
- Posted On: 2025-09-12 21:17:19
- Openings: 10
- Applicants: 0
Job Description
Greetings from Kotak Life Insurance!!
We are Currently hiring For a Investment Relationship Manager for Kotak Mahindra Bank.
If you are interested in sales and want to earn good incentives along with career then share your resume on kli.aarti-choudhary@kotak.com or call on 9082268319
Location: Mumbai ( All Areas), Thane, Navi Mumbai, Pune, Ahmedabad, Surat
Role & responsibilities
- Developing and managing banking relationships with a select group of customers who are part of the portfolio mapped for their Financial planning, Insurance and Investment Requirements.
- Ensures high levels of customer service orientation and application of bank policy.
- Informs customers of new products or product enhancements to further expand the banking
relationship. - Plans and conducts special sales initiatives and events for prospective and existing clients.
- Coordinates with other group companies to provide seamless access to other products.
- Maintains complete relationship record for assigned customer accounts.
- Tracks customer complaints/queries and turnaround times for customer satisfaction.
- Preferred candidate profile
- Product Knowledge in LI, GI and Mutual Fund Products.
- IRDA and AMFI Certification Employees will be preferred
- 2 -3 years of experience Life Insurance / Banking Experience
- Customer orientation
- High energy levels with a motive to succeed
More Info
Education
Any Graduate
Not Disclosed
Required Skills
Sales
General Insurance
Agency Channel
life insurance
Cross Selling
Bancassurance
Banking Products
Relationship
Contact Details
Kotak Life Insurance
+91 987654567
kli.riskcontrol@kotak.com
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