Employee

3 weeks ago


Trichy India Kotak Life Insurance Full time

Role - Assistant Pension Manager - Retirement Solution Group (L2)

Education and Experience - Graduation mandatory : 3-5 yrs in Life Insurance sector will be preferred

Role Description -

.Sourcing business through large corporate & PSUs for retirementbenefits & viz. Annuities & NPS, by managing the end-to-end sales

cycle.

.Driving customer engagement through portal forretirement planning.

.Acquiring business through existing book of mapped accounts byincreasing engagement, enabling awareness sessions, consultations competitive comparisons, etc.

. Retirement and Pension

.Reduced average case issuance time from 35 days to 15 days.

.Developing and maintaining relationships with state and central govt.nodal officers for sourcing of NPS annuities.

.Connecting with govt. department heads for PFM awareness sessionapprovals.

.Conducting PFM sessions to increase NPS awareness and drive AUMgrowth within assigned territory and target

.Responsible for business development and operations of NPS annuities for Allotted area

Role includes 3 primary responsibilities-

1.Business Development:

.Responsible directly as well as indirectly for entire NPS annuity targetof west zone

.Developing and nurturing relationships with corporate andgovernment nodal officers for business development

.Conducting seminars and webinars for end customers to createawareness and drive business


2.Operations:

.Supervising end to end operations from document pickup andapplication login to case issuance

.Liaising with central underwriting team daily for solving discrepanciescase by case.

3.Training:

.Training frontline sales people and empowering them with powerpitches, market info, one pager brochures etc.



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