Job Description: Office Executive

Location: Ballygunge, Kolkata, West Bengal

Department: Office Administration & Client Relationship Management

Employment Type: Full-Time

Job SummaryWe are looking for a proactive, organised, and customer-focused Office Executive to manage day-to-day office operations, handle client interactions, and promote Kotak insurance and financial products. The candidate will be responsible for ensuring smooth office functioning, maintaining client relationships, generating business leads, and supporting the promotion and sale of relevant Kotak policies.

Key Responsibilities1. Office Management

- Manage daily office operations and administrative activities.
- Maintain office records, files, documentation, and client databases.
- Handle phone calls, emails, appointments, and client enquiries.
- Coordinate with internal teams to ensure smooth workflow.
- Prepare reports, maintain data records, and assist with routine office tasks.

2. Client Management

- Attend to existing and prospective clients professionally.
- Explain available products, policy features, advantages, and eligibility criteria.
- Follow up with clients regarding enquiries, documentation, renewals, and policy-related requirements.
- Build and maintain long-term client relationships.
- Ensure timely communication and a positive client experience.

3. Promotion of Kotak Policies

- Promote relevant Kotak insurance and financial products to prospective clients.
- Generate business leads through telephone calls,



client referrals, and follow-ups.
- Arrange client meetings and explain suitable policy options.
- Assist clients with application forms, documentation, and the policy issuance process.
- Support business development and achieve assigned sales targets.
- Ensure that product information is accurate and all sales activities follow applicable company policies and regulatory requirements.

Eligibility Criteria

- Education: Graduate in any discipline preferred.
- Experience: 0–3 years of experience in office administration, customer service, sales, or financial services preferred.
- Skills: Good communication, interpersonal, organisational, and client-handling skills.
- Basic computer knowledge, including MS Word, Excel, email, and data entry.
- Ability to handle client enquiries, conduct follow-ups, and work towards business targets.
- Knowledge of insurance or financial products will be an added advantage.
- Desired QualitiesProfessional and presentable personality.
- Positive attitude and willingness to learn.
- Strong coordination and problem-solving skills.
- Customer-focused approach with attention to detail.
- Ability to manage administrative responsibilities alongside sales and client servicing.

CompensationSalary: As per experience and company standards, with performance-based incentives where applicable.

Work LocationBallygunge, Kolkata.

Interested candidates may apply with their updated resume.

📌 Office Executive (Kolkata)
🏢 Kotak Life Insurance
📍 Kolkata