Company Description Kotak Life Insurance Pvt. Ltd. offers rewarding career opportunities in life insurance and wealth solutions, and this dedicated careers page has been created specifically to share job openings, role descriptions, and recruitment information. It is designed to streamline the hiring process, help applicants understand role expectations, and enable efficient applications for positions such as Wealth Partner.

While this page focuses on recruitment-related content, it is not affiliated with the official Kotak Life website. Candidates are encouraged to visit the official Kotak Life website for comprehensive information about the company, its products, and broader career opportunities. This approach ensures transparency and clarity for applicants seeking to build a long-term career in financial services.

Role Description The Wealth Partner is a full-time, hybrid role based in Hyderabad, with flexibility for some work-from-home arrangements. In this position, the individual will engage with prospective and existing clients to understand their financial goals, recommend suitable life insurance and wealth solutions, and support them in long-term financial planning. Daily responsibilities include prospecting and onboarding new clients, conducting needs analysis, presenting product options, and ensuring high-quality post-sales service.

The role also involves maintaining accurate records of client interactions,



collaborating with internal teams to process applications and resolve queries, and participating in training sessions to stay updated on products, regulations, and market trends.

The Wealth

Partner is expected to meet defined business targets while upholding ethical practices and fostering strong, trust-based client relationships.

Qualifications

- Strong client relationship skills, including the ability to listen, communicate clearly, and build trust with diverse customer groups.
- Sales and business development aptitude, with a focus on achieving targets, identifying opportunities, and promoting life insurance and wealth solutions.
- Basic financial literacy and understanding of insurance concepts, investment-linked products, and long-term financial planning.
- Organizational and time management skills to handle multiple client accounts, follow up systematically, and maintain accurate documentation.
- Comfort with hybrid work arrangements, including the ability to collaborate in-office in Hyderabad and work independently from home when required.
- Proficiency in standard office productivity tools and digital communication platforms used for client engagement and reporting.
- Bachelor’s degree in any discipline is preferred; prior experience in insurance, banking, or financial services is an advantage but not mandatory.
- Commitment to ethical conduct, regulatory compliance, and continuous learning in a agile financial services environment.

📌 Wealth Partner (Hyderabad)
🏢 Kotak Life Insurance
📍 Hyderabad