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Investment Relationship Manager

Investment Relationship Manager

Kotak Life Insurance

1 - 6 years

3 - 5 Lacs

Pune Delhi NCR Mumbai (All Areas)

Posted:3 months ago| Platform:

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Skills Required

Insurance Sales Banca Agency Channel Life Insurance Banca Sales Direct Sales Bancassurance Sales Key Account Management Recruitment Management Agency Sales Direct Marketing Relationship Management Direct Channel Sales And Business Development

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Job Type

Full Time

Job Description

Greetings from Kotak Life Insurance!!! Here is an excellent opportunity to get associated with the leading brand Interested candidates can email their resumes to kli.bhakti-salgaonkar@kotak.com or Whatsapp on 7208409644 Locations: Delhi , Thane, Pune, Mumbai.Lucknow, kanpur, Kolkata, Ahmedabad, Surat, Ahmedabad, Bardhaman, Durgapur, Bilaspur,Baroda, Bharuch. Designation - Insurance/ Investment Relationship Manager Job Description : - Developing and managing banking relationships with a select group of customers who are part of the portfolio mapped for their Financial Planning, Insurance and Investment Requirements. - Ensures high levels of customer service orientation and application of bank policy. - Informs customers of new products or product enhancements to further expand the banking relationship. - Plans and conducts special sales initiatives and events for prospective and existing clients. - Coordinates with other group companies to provide seamless access to other products. - Maintains complete relationship record for assigned customer accounts. - Tracks customer complaints/queries and turnaround times for customer satisfaction. Desired Candidate Profile: - Product Knowledge in LI, GI and Mutual Fund Products. - IRDA and AMFI Certification Employees will be preferred - Graduate : 3 -5 years of experience - Post Graduate : 2 -3 years of experience - Customer orientation - High energy levels with a motive to succeed

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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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Investment Relationship Manager

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