Employee

2 weeks ago


Delhi India Kotak Life Insurance Full time

Role -Assistant Manager-FIG Sales Support(L1), Kotak Tower (Mumbai HO)

Education and Experience -

Graduate, with 10-16 years of experience in life insurance industry

Job Responsibilities -

  • Working with Channel Partners of Financial Institution Group. Key Responsibility to achieve Monthly & Annual Targets , agreed by Channel Partner & KLI.
  • Frequent Meetings with Channel Partners to plan and track Monthly Numbers.
  • Developing & maintaining relationship with all the concerned teams of the Channel partner in HO to ensure smooth flow and growth of business
  • Maintaining trackers of Business , Provide regular trainings to Sales Team & Solve their queries regarding Product & Sourcing New Business.
  • Monthly Analysis , suggestions & Sharing reports to KLI & Channel Partners. Resulting Growth in MOM Numbers.
  • Improving Current Processes & TAT's by innovative approaches.
  • Projections like expected Logins / Conversions , Daily Logins report to concern Channel Partners. Coordination with Operations , Underwriting , Claims , Actuarial. Coordination with Legal , Compliance , Marketing , Product Team of KLI as well as Channel Partners.

Skills -

1. Good with Excel & PowerPoint Presentation and have strong Analytical Skills.

2. Coordination with Operations , Underwriting , Claims , Actuarial. Coordination with Legal , Compliance , Marketing , Product Team of KLI as well as Channel Partners and share various reports.

3. Maintaining trackers of Claims , Pending cases for Issuance , Refund & Cancelations

4. Monthly Analysis of Business MIS's, suggestions & Sharing reports to KLI & Channel Partners.

5. Improving Current Processes & TAT's by innovative approaches.


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