Walk-in || Relationship Manager

ABOUT THE ROLE DIRECT MARKETING CHANNEL (B2C)

This is a Direct-to-Customer sales role where Kotak Life provides leads to employees. Candidates are expected to connect with customers, meet them personally, explain life insurance solutions, and close business based on the provided leads.

This is NOT an Agency hiring role and does NOT involve recruiting agents/advisors/partners.

Important Points to note

1. Leads Provided by Company
• Employees receive customer leads from the organization.
• Focus is on converting and closing quality business.

2. Direct Customer Channel
• No agent hiring.
• No team recruitment target.
• No partner dependency.
• Pure B2C sales role with direct interaction with customers.

3. Strong Employee Benefits
• Mediclaim coverage
• Healthcare and wellness benefits
• Housing loan support and employee banking benefits
• Attractive incentive structure
• Career growth opportunities within Kotak Life

4. Career Growth
• Fast-track promotions
• 15% hike on achievement of targets
• Stable and reputed brand name in Life Insurance industry

ROLE & RESPONSIBILITIES

• Daily cold calling on the client database
  • Fixing appointments with clients
  • Conducting 23 face-to-face meetings daily across the city
  • Explaining insurance products and financial solutions
  • Handling documentation and business closure
  • Maintaining daily sales activity and productivity

KEY STRENGTHS REQUIRED

• Strong verbal and written communication skills
  • Confidence and convincing ability
  • Target-oriented mindset
  • Willingness to travel within the city
  • Disciplined and career-focused attitude
  • Good customer handling skills
  • Presentable personality with professional approach
  • Ability to handle pressure and achieve monthly targets

STRICT HIRING CRITERIA

1. Two-wheeler compulsory (Pune)