Investment Relationship Manager- Kolkata-2-6 Years

Role & responsibilities

• Sales & Business Development- Drive 80-90% of sales for Kotak Life Insurance (LI) products. Handle 10-20% of sales for other financial products available at the branch. • Work as an individual contributor, converting leads provided by the bank. • Proactively engage with customers, fix appointments, and drive sales to meet targets.

• Customer Relationship Management- Build strong relationships with bank customers and drive repeat business. • Educate clients on life insurance offerings and other financial products. • Ensure compliance with banking policies and regulatory norms.

• Sales Planning & Target Achievement- Strategize sales approaches based on market potential and customer profiles. • Collaborate with branch teams to optimize sales performance. • Meet assigned targets through proactive customer engagement.

Preferred candidate profile

✔ Experience: Minimum 3 years of Life Insurance Banca or Banking experience with a strong understanding of LI sales.

✔ Industry Background: Must be from Banking or Insurance sectors with in-depth knowledge of LI and other financial products.

✔ Urban Market Exposure: Mandatory experience working in an urban market (Kolkata).

✔ Stability: Must have 12+ months tenure in current and past roles.

✔ Age Criteria: Maximum 30 years