
Relationship Manager
10 hours ago
Urgent Hiring | Relationship Manager – Wealth Channel
Company: Kotak Life Insurance
Location: Nashik | Pune | Kolkata | Delhi | Bangalore | Chennai | Surat | Ahmedabad
We’re looking for dynamic professionals with experience in the Agency Channel and Mutual
Fund industry to join our Wealth Channel team as Relationship Managers.
Who can apply?
✅ Professionals from Agency Channel background
✅ Experience with Mutual Fund Distribution or Sales
✅ Candidates passionate about wealth management and HNI client servicing
Key Responsibilities:
- Manage and grow relationships with HNI clients
- Sell ULIP (Unit Linked Insurance Plans) to high-net-worth individuals
- Build and nurture connections with mutual fund distributors
- Organize and run recruitment drives for new distributors
- Provide ongoing training and motivation to the distributor team
- Participate in joint field work, offering support and guidance to partners
Perks of the Role:
- No IRDAI Exam required for partners
- No Partner Coding necessary
Join us in shaping the future of wealth management.
Kotak Life – Let’s secure a better tomorrow, together.
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