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Investment Relationship Manager

Investment Relationship Manager

Kotak Life Insurance

2 - 6 years

1 - 3 Lacs

Ahmedabad Surat Kolkata

Posted:3 months ago| Platform:

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Skills Required

Life Insurance Bancassurance Banca Cross Selling

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Work from Office

Job Type

Full Time

Job Description

Greetings from Kotak Life Insurance!! Role : Investment Relationship Manager Interested Candidates Can Share their CV on kli.deepa-sawant@kotak.com or can contact on 9969675967 Job description 1. The incumbent will formulate and implement a sales plan for the partner for achieving business targets of the sales unit. Lead, motivate and train the partner. 2. Set and monitor clear objectives to achieve the agreed sales targets for the partners. 3. Help partners to generate and track leads, close sales. 4. Help partners to upsell and cross sell to customers basis need analysis. 5. Help the partner facilitate their training on an ongoing basis to ensure a productive channel at all times. 6. Take regular feedback from partners and customers on satisfaction on selling process and products. 7. Review the Sales plan of the partner and support their growth. 8. The employee will be on the payroll of Kotak Mahindra Bank and will sit in the premises of Kotak Mahindra Bank 9. You need to sell 80% Insurance 20% banking products Eligibiity Criteria Minimun 2 years exp in Life Insurance or Banking Should have good knowledge of life Insurance

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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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Skills Required

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