Relationship Manager

13 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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