Relationship Manager

2 days ago


Kalighat Kolkata, India Kotak Life Insurance Full time

Job Title: Relationship Manager – Kotak Life Insurance

Location: Kolkata, West Bengal

Job Type: Full-Time

Job Summary:We are looking for a motivated and result-oriented Relationship Manager to manage client relationships and drive sales for Kotak Life Insurance in Kolkata. The ideal candidate will be responsible for building a strong client base, providing financial solutions, and ensuring excellent customer service.

  • Key Responsibilities:Identify and approach potential clients to promote Kotak Life Insurance products.
  • Understand clients' financial needs and provide suitable insurance and investment solutions.
  • Build and maintain long-term relationships with clients through regular follow-ups and interactions.
  • Achieve assigned sales targets and revenue goals.
  • Conduct presentations and product demonstrations to clients.
  • Maintain accurate records of client interactions and transactions.
  • Coordinate with internal teams for seamless service delivery and policy management.
  • Keep up-to-date with insurance products, market trends, and regulatory changes.


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