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Kotak Life Insurance
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Wealth Manager For Pune, Ahmedabad (Banca Channel)

Wealth Manager For Pune, Ahmedabad (Banca Channel)

Kotak Life Insurance

3 - 8 years

4 - 9 Lacs

pune ahmedabad

Posted:2 weeks ago| Platform:

Apply

Skills Required

asset & wealth management nri wealth manager hni client handling

Work Mode

Work from Office

Job Type

Full Time

Job Description

Hello,

Greeting from Kotak life Insurance!

Wealth Manager

Pune and Ahmedabad

8329688957 (Preeti Bhore)

kli.preeti-bhore@kotak.com

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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