Role: Client Servicing Manager (CSM)
Job Title: Assistant Manager / Deputy Manager
Department: Credit Life (FIG)
Education: Graduate / Post Graduate
Work Location: Shivranjini, Ahmedabad
Experience: 1 year +

Role Purpose

To act as the primary service interface between Kotak Life and Credit Life business partners, ensuring seamless servicing, timely query resolution, accurate reporting, and effective stakeholder management. The role supports business growth by delivering high-quality service, maintaining operational efficiency, and ensuring client satisfaction through proactive communication and service excellence.

Key Responsibilities

Client Servicing & Relationship Management

• Serve as the single point of contact for assigned Credit Life clients and business partners.
• Build and maintain strong relationships with client representatives.
• Ensure timely resolution of client queries, service requests, and operational issues.
• Provide regular updates to clients on transactions, policy issuance, claims status, premium processing, and service requests.




• Conduct periodic service review discussions with clients to improve service delivery.

Sales Support

• Support sales and relationship teams in servicing existing clients and onboarding recent business.
• Coordinate with internal stakeholders to ensure seamless implementation of new schemes/programs.
• Generate and share business MIS, portfolio reports, and analytical insights with sales teams.
• Assist sales teams in addressing operational and servicing-related client requirements.

Operational Coordination

• Coordinate with underwriting, operations, finance, claims, and technology teams for smooth execution of business processes.
• Track service level commitments and ensure adherence to agreed timelines.
• Escalate critical issues and drive resolution through cross-functional collaboration.
• Ensure data accuracy and completeness across all client transactions.

MIS & Data Management

• Manage large volumes of b

📌 Client Servicing Executive (Mumbai)
🏢 Kotak Life
📍 Mumbai