Company Description Kotak Life is a leading life insurance provider in India, offering a wide range of protection, savings, and investment solutions to individuals and families. The company focuses on helping customers achieve long-term financial security through innovative products and responsive service.

Kotak

Life emphasizes ethical business practices, customer-centricity, and continuous improvement in its operations. Team members benefit from a professional work environment, structured training, and opportunities to grow within the financial services sector. The organization values integrity, performance, and collaboration across all roles.

Role Description This is a full-time, on-site Business Tele-Caller role based in the Greater Kolkata Area.

The Business

Tele-Caller will contact prospective and existing customers by phone to share information about Kotak Life’s products, explain benefits, and address basic queries. Daily responsibilities include making outbound calls, following call scripts and compliance guidelines, updating call records in the system, and scheduling follow-ups or appointments for sales teams. The role involves coordinating with colleagues to meet call targets, generating qualified leads, and providing transparent, courteous communication on every interaction.

The Business





Tele-Caller will also participate in periodic training sessions to stay updated on products, processes, and regulatory requirements.

Qualifications Candidates should possess strong verbal communication and active listening skills, with the ability to explain information clearly over the phone.

Candidates should possess customer service and relationship-building skills, including a polite phone manner and a focus on customer needs.

Candidates should possess basic sales and persuasion skills, including the ability to handle objections and encourage interest in insurance products.

Candidates should possess data entry and documentation skills, with attention to accuracy when updating customer records and call notes.

Candidates should possess time management and organizational skills to manage call volumes, follow-up schedules, and daily targets.

Candidates should have comfort working with tele-calling tools and basic computer applications (e.g., CRM systems, spreadsheets, email).

A minimum of a high school diploma; a bachelor’s degree in any discipline is an advantage.

Prior experience in tele-calling, customer support, or sales in financial services or related sectors is preferred but not mandatory.

Ability to work on-site in the Greater Kolkata Area and adhere to company policies and regulatory guidelines.

📌 Business Tele-Caller (Kolkata)
🏢 Kotak Life
📍 Kolkata