Relationship Manager

18 hours ago

Mumbai, 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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