Investment Relationship Manager- Kolkata-2-6 Years
2 days ago
Role & responsibilities
Sales & Business Development- Drive 80-90% of sales for Kotak Life Insurance (LI) products. Handle 10-20% of sales for other financial products available at the branch.
• Work as an individual contributor, converting leads provided by the bank.
• Proactively engage with customers, fix appointments, and drive sales to meet targets.Customer Relationship Management- Build strong relationships with bank customers and drive repeat business.
• Educate clients on life insurance offerings and other financial products.
• Ensure compliance with banking policies and regulatory norms.Sales Planning & Target Achievement- Strategize sales approaches based on market potential and customer profiles.
• Collaborate with branch teams to optimize sales performance.
• Meet assigned targets through proactive customer engagement.
Preferred candidate profile
Experience: Minimum 3 years of Life Insurance Banca or Banking experience with a strong understanding of LI sales.
Industry Background: Must be from Banking or Insurance sectors with in-depth knowledge of LI and other financial products.
Urban Market Exposure: Mandatory experience working in an urban market (Kolkata).
Stability: Must have 12+ months tenure in current and past roles.
Age Criteria: Maximum 30 years
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