07 Sep
|
Kotak Life
|
Chandigarh
07 Sep
Kotak Life
Chandigarh
Job Title: Assistant Manager
Role: Sales Manager– Credit Life Insurance
Reports To: Senior Manager
Education: Graduate
Work Experience: 1 – 4 years
Work Location: Sector - 9, Chandigarh
Department: Financial Institutional Group
About the Role
We are seeking a customer-focused Sales Executive to join our growing Credit Life Insurance business. This entry-level role is ideal for individuals looking to build a career in life insurance sales, particularly in the lending and financial services sector. You will work closely with banks, NBFCs, MFIs, and other lending institutions to promote credit life insurance products that protect borrowers and support financial inclusion.
Key Responsibilities
Develop strong relationships with branch managers, loan officers, and key stakeholders to drive product adoption.
Achieve monthly and quarterly sales targets as defined by the business
Conduct product presentations, training sessions, and promotional activities to increase product penetration.
Educate customers (borrowers) about credit life insurance, benefits, and claim processes.
Ensure proper documentation, customer onboarding, and compliance during the sale process.
Monitor competitor activity and market trends to provide insights and recommendations.
Adhere to all regulatory and internal compliance guidelines.
Maintain accurate records of leads, sales, and customer interactions in the CRM or reporting tools.
Skills
Strong communication and interpersonal skills
Ability to build and maintain skilled relationships
Goal-oriented with a passion for sales
Basic understanding of financial products and/or insurance
Willingness to travel within assigned territory
What We Offer
On-the-job training and development
Transparent career progression path in the life insurance industry
Prospect to work with leading financial institutions
📌 Sales Manager Chandigarh
🏢 Kotak Life
📍 Chandigarh