Business Partner/Advisor (Bengaluru)

Business Partner/Advisor (Bengaluru)

15 Aug
|
RM Consulting Services
|
Bengaluru

15 Aug

RM Consulting Services

Bengaluru

Company Overview: Kotak Life InsuranceKotak Life Insurance is one of India’s fastest-growing life insurance organizations, adhering to the highest professional standards. We empower our employees and business partners with industry-leading knowledge, superior skill sets, and continuous growth opportunities.

Role: Agency Partner / Business PartnerLocation: Indiranagar Branch, Bangalore
Work Type: Hybrid / Flexible Hours
Position SummaryAs an Agency Partner, you will be responsible for building, mentoring, and leading a team of financial advisors. You will act as a strategic leader—driving team performance, ensuring process compliance, and helping customers achieve their long-term financial goals.

Key Responsibilities1. Team Development & Management
- Recruitment & Expansion: Identify, recruit, and onboard high-potential financial advisors and team members.
- Skill Building: Impart product knowledge, sales strategy, and market insights through ongoing training.
- Performance & Motivation: Motivate and guide team members to maximize their earning potential.
- Retention & Recognition:



Recognize high performers through awards and rewards while implementing retention strategies to minimize attrition.
- Mentorship: Guide team members toward achieving their individual career and financial goals.

2. Processes, Systems & Client Advisory
- Policy Compliance: Adhere strictly to company policies, Standard Operating Procedures (SOPs), and regulatory guidelines.
- Financial Needs Analysis: Analyze consumer financial profiles and advise team members on recommending suited life insurance plans.
- Proposal & Claim Operations: Ensure timely submission and smooth login of proposal documents into the system; assist in seamless claim processing and query resolution.

Perks & Benefits
- Adaptable Work Schedule with Work-From-Home (WFH) options
- Uncapped Incentive Structures and performance bonuses
- Comprehensive Training & Support provided by industry experts
- Rewards & Social Recogn

📌 Business Partner/Advisor (Bengaluru)
🏢 RM Consulting Services
📍 Bengaluru

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