07 Aug
|
Kotak Life Insurance
|
Mumbai
07 Aug
Kotak Life Insurance
Mumbai
Roles and Responsibilities :
- Manage relationships with existing clients to identify their financial goals and provide tailored investment solutions.
- Identify new business opportunities through networking, referrals, and prospecting to expand the client base.
- Develop and maintain a deep understanding of various investment products such as mutual funds, bonds, equities, etc. to offer expert advice to clients.
- Meet or exceed monthly sales targets by selling insurance policies and other financial products.
Job Requirements :
- 1-6 years of experience in banca or related field (insurance industry).
- Solid knowledge of life insurance products and services.
- Excellent communication skills for building strong relationships with clients.
- Ability to work independently with minimal supervision.
📌 Relationship Manager (Mumbai)
🏢 Kotak Life Insurance
📍 Mumbai