Investment Relationship Manager- Kolkata-2-6 Years

3 days ago


Kolkata, West Bengal, India Kotak Life Insurance Full time ₹ 1,04,000 - ₹ 1,30,878 per year

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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