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87 Kotak Mahindara Life Insurance Jobs

Investment Relationship Manager

1-6 years

₹ 3.5 - 5.5L/yr

Pune, Delhi/Ncr, Mumbai

1 vacancy

Investment Relationship Manager

Kotak Mahindara Life Insurance

posted 26d ago

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




Employment Type: Full Time, Permanent

Read full job description

Kotak Mahindara Life Insurance Interview Questions & Tips

Prepare for Kotak Mahindara Life Insurance roles with real interview advice

Top Kotak Mahindara Life Insurance Investment Relationship Manager Interview Questions

Q1. What is Salary scall form TCI CRM Head Roll
Q2. How do you handle a customer who is not willing to purchase a product?
Q3. If you are customer so what you are looking in your investment.
View all 66 questions

What people at Kotak Mahindara Life Insurance are saying

What Kotak Mahindara Life Insurance employees are saying about work life

based on 2.9k employees
54%
45%
55%
99%
Flexible timing
Monday to Saturday
Within city
Day Shift
View more insights

Kotak Mahindara Life Insurance Benefits

Submitted by Company
Comprehensive Insurance Coverage
Employee Referral Program
Sabbatical Leave
Long Service Awards
KLAPS
Submitted by Employees
Job Training
Soft Skill Training
Health Insurance
Work From Home
Team Outings
Cafeteria +6 more
View more benefits

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