Customer Handling & Lead Generation Role - Life Insurance (5-10 yrs)

- Accept and schedule meeting with leads generated from assigned bank branch (Partner bank branch in Andheri Mumbai Maharashtra) lead generators as well as warm leads provided by the bank or bank employees from the database as well as generate own leads. 

- Make appointments, explore the customer s financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company s product range gain customer agreement to purchase, accurately complete sales documentation. 

- Incumbent will be mainly responsible for sourcing and identifying new relationship for the bank. 

- Understanding of working capital products - Ensure high degree of customer service/satisfaction/trust. 

- Manage field investigations, development and formulation of appraisal notes and scrutinizing the legal dimensions of the proposals all across the Maharashtra region.

 - Identifying and developing channel partners from Andheri Mumbai for achieving business volumes consistently and profitably. Required Qualification to Apply Kotak Jobs in Mumbai 

- Experience - Total 5 year is Sales Domain with Min 1 yrs in Insurance sales (Agency/Banca/Direct), BFSI Sales, Channel Sales. 

- Education: Any Graduation - Communication: Good Communication skills 

- Presentation: Good Presentation Skills. 

- Age- 22 to 35 - Location Knowledge: Candidate must be local or native from Andheri Mumbai Maharashtra and must have local area knowledge. 

- Skills & Experience : Customer relationship management skills and Sales and service orientation 

- Extra Benefits - Monthly and quarterly incentive 

- Personal Insurance cover 

- Paid Leaves 

- Other Allowance 

 How to apply : - Interested candidates from Andheri Mumbai Maharashtra can refer job details as given above,

 - Eligible applicants can submit application to apply this jobs for further details (Interview schedule and further process) 

- Fill the required details to get telephonic call from HR officer, 

- Wait for line/reporting manager interview after HR basic interview