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Kotak Life Insurance
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Financial Advisor

Financial Advisor

Kotak Life Insurance

0 - 5 years

0 Lacs

Kolkata

Posted:5 hours ago| Platform:

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Skills Required

Financial Advisory

Work Mode

Remote

Job Type

Full Time

Job Description

Responsibilities * Client Relationship Management: Build and nurture strong, long-term relationships with clients through proactive engagement and needs-based selling. * Needs Analysis: Conduct thorough financial needs analysis for clients to understand their unique circumstances, goals, and risk appetite. * Product Consultation: Present and explain various life insurance products (e.g., term plans, endowment plans, ULIPs, retirement solutions) tailored to client requirements. * Sales & Business Development: Actively generate leads, prospect new clients, and achieve sales targets. * After-Sales Service: Provide ongoing support and excellent after-sales service to clients, ensuring policy persistency and client satisfaction. * Market Intelligence: Stay updated on industry trends, competitor offerings, and regulatory changes. * Professional Development: Continuously enhance product knowledge and sales skills through company-provided training and self-learning.

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Kotak Life Insurance

www.kotaklife.com

Insurance

Jaipur

4000+ Employees

493 Jobs

Key People

Mahesh Balasubramanian

Managing Director & CEO
Kavitha Kamath

Executive Vice President

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