Investment Relationship Manager

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