We are Hiring !!

Kotak Life Insurance is giving an opportunity to apply in CSM ( Client servicing Manager )

If you are looking job in operations , MIS , Client Management Kindly contact to Snehal (phone hidden) or share your CV on [email protected]

Eligibility criteria -

- Any Graduated

- Advance Excel
- Having experience in Operation, MIS, Client Management.
- prefers women
- 1+ year of experience in operations and MIS

Key Responsibilities

Branch Operations

- Process current business, servicing, and policy-related transactions as per defined TATs.
- Handle customer walk-ins and provide effective resolution to service requests.
- Ensure accurate documentation, policy issuance support, and record maintenance.
- Maintain compliance with company policies, IRDAI guidelines, and audit requirements.
- Coordinate with Sales, Underwriting, Customer Service, and HO teams for operational support.
- Support branch administration activities and MIS reporting requirements.

Cross-Sell Support

- Identify cross-sell opportunities from customer interactions and existing policyholder base.
- Generate and share leads with the sales team for insurance and related product offerings.
- Promote digital servicing and customer engagement initiatives.





Persistency Management

- Support renewal premium collection activities to improve branch persistency.
- Track due renewals and coordinate customer reminders.
- Assist sales teams in achieving renewal and retention targets.
- Maintain renewal and lapse management records.

Collections

- Follow up with customers for pending premium payments and outstanding collections.
- Support collection drives and branch-level campaigns.
- Maintain collection trackers and provide regular updates to branch leadership.
- Coordinate with internal stakeholders for closure of collection-related cases.

Customer Service & Engagement

- Deliver a superior customer experience during all customer interactions.
- Resolve customer queries promptly and professionally.
- Support branch-level customer engagement initiatives and campaigns.

Key Performance Indicators (KPIs)

- Branch Operations TAT adherence
- Error-free transaction processing
- Customer service quality scores
- Cross-sell lead generation
- Persistency and renewal collection support
- Collection target achievement
- Compliance and audit scores
- Process adherence and productivity metrics

📌 CSM (Client Servicing Manger ) (Ahmedabad)
🏢 Kotak Life Insurance
📍 Ahmedabad