Field Sales - Relationship Manager - L2 - Mumbai 3 (Andheri)

Kotak Life Insurance
  • Posted On: 2025-09-12 21:18:19
  • Openings: 10
  • Applicants: 0
Job Description

Role -

Relationship Manager,Wealth Channel - Field Sales

(L4)

Experience3-7yrs




Job brief

We are looking for a competitive Insurance Agent to generate new business by contacting potential customers. You will sell, solicit, differentiate and negotiate insurance plans that match the needs of your assigned or prospective customers’ portfolio.

The goal is to build up strong positive relationships, to ensure growth attainment and increase our firm’s reputation.

Responsibilities
  • Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones
  • Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc
  • Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria
  • Work with clients to deliver risk management strategies that fit their risk profiles
  • Report the progress of monthly/quarterly initiatives to stakeholders
  • Maintain bookkeeping systems, database and records
  • Monitor insurance claims to ensure mutual satisfaction
  • Achieve customer acquisition and revenue growth objectives
  • Constantly update job knowledge and learn about new products and services
  • Fulfill all policy requirements.

    • Requirements and skills :
  • Proven working experience as an Insurance Agent or relevant experience
  • Familiarity with all types of insurance plans (automobile, fire, life, property, medical etc)
  • Basic computer knowledge and statistical analysis
  • Proven ability to work with goals
  • Demonstrated ability to communicate, present, influence and sell effectively
  • Experience in delivering client-focused solutions and in creating long-lasting relationships
  • Graduate
  • Proven working experience as an Insurance Agent or relevant experience
  • Familiarity with all types of insurance plans (automobile, fire, life, property, medical etc)
  • Demonstrated ability to communicate, present, influence and sell effectively
  • Experience in delivering client-focused solutions and in creating long-lasting relationships.


    • More Info
    Full Time
    o
    Banking, Financial Services, and Insurance (BFSI)
    Not Disclosed
    English
    Not Disclosed
    Education
    Any Graduate
    Not Disclosed
    Required Skills
    Sales Field Sales Marketing Relationship management statistics Cold Calling marketing strategies presentation skills

    Contact Details
    Kotak Life Insurance
    +91 987654567
    kli.riskcontrol@kotak.com
    • Experience3 years
    • Salary Above 10 LAKHS ANNUALLY
    • Location for Hiring Mumbai
    • Apply Now
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