Dear Candidate,

Congratulations for being selected for the interview process with Kotak Mahindra Life Insurance Company Limited. for Relationship Manager- Direct Marketing (DM) role.

We look forward to seeing you at Kotak Mahindra premise on 24-July-2026, Friday and we wish you all the best for the interview.

Note- Confirmation is mandatory on this mail.

Please find the below details:

Date

24-July-2026

Day

Thursday

Time

11 AM Onwards- TILL ^ PM

Contact Person

POOJA CHOWDHURY & AVANTIKA

Mode of Interview

Face-to-face

Venue Address

5th Floor, Chintamani Plaza, Andheri Kurla Road, Chakala, Andheri (E), Maharashtra 400099

Please carry the below mention Documents (Mandatory)

- Hard copy of the resume (Mention Naukri.com on resume)
- Original Photo ID (Adhar Card & Pan Card)
- Final Marksheet of 10th, 12th, Graduation
- Employment Documents- Current company offer letter, Last 3 months payslips, Recent Increment, If any

Job Description-

Job Description (JD) – Relationship Manager | Direct Marketing (DM)

Relationship Manager – Direct Marketing (DM)

Role Purpose

Drive sales through existing customer leads and referrals by conducting customer meetings, providing financial solutions, and achieving business targets while delivering a superior customer experience.

Key Responsibilities

- Generate business through assigned customer leads and referral.




- Conduct daily cold calling from client database to generate leads and schedule customer appointments

- Conduct a minimum of 3 face-to-face customer meetings per day.

- Achieve assigned sales and productivity targets.

- Cross-sell and upsell life insurance solutions.

- Maintain CRM hygiene and timely follow-ups.

- Ensure compliance with company policies and processes.

Eligibility Criteria (CTQ)

- Industry: At least 2-3 years of experience in Life Insurance Industry for experienced candidates.

- Age: Upto 34 years.
- CTC – up to – 6.5/7 LPA.

- Performance: Consistent performer with >85% target achievement and annual productivity of 20+ lakh APE.

- Incentives: Robust incentive earning track record.

- Stability: Minimum 2 year with current employer.

- Employment Gap: No employment gaps.

Preferred Candidate Profile

- Proven success in field sales and customer acquisition.

- Experience handling existing/orphan customer leads.

- Robust communication, negotiation, and relationship management skills.

- Self-driven, target-oriented, and customer-focused.

Note- Please ignore this mail if the mentioned role or required skills do not match your profile.

Kindly confirm your availability for the interview on 24rd July, FRIDAY, so that we will update the interview panel accordingly.

Thanks&Regards;
Tanvi Malhan

📌 Relationship Manager (Mumbai Suburban)
🏢 Naukri E-hire Campaign
📍 Mumbai Suburban