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
Full Time
English
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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