Relationship Manager

3 weeks ago

Maharashtra, India Kotak Life Full time

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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