Wealth Manager For Pune, Ahmedabad

2 weeks ago

Ahmedabad Pune, India Kotak Life Insurance Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Hello,

Greeting from Kotak life Insurance

We have an excellent opportunity for Wealth Manager for Banca Channel

Location - Pune and Ahmedabad

Contact Person Preeti Bhore)

Email ID -

Roles and Responsibilities:

  • Individual role supporting KMBL SME, KMBL ABG and Ksec PCG Channel partner
  • The main duties shall involve relationship management and prospecting, lead generation, client meetings, and closing deals
  • Tracking basic sales management activities, Training, Persistency
  • Drive Quality Parameters like ECS, low surrenders, Quality sales etc.
  • Experience in Private banking and HNI/UHNI sales

Job Summary:

We are seeking a dynamic Sales Representative to drive Life Insurance Business by identifying and closing sales opportunities with KMBL SME, KMBL ABG, Others Assets, Kotak Securities Private Client Group (PCG Vertical), Essentially Business Owners / UHNI / NRI Profiles

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