Role – Pension Manager – Retirement Solution Group (L3)

Education and Experience - Graduation mandatory : 2-5 yrs in Life Insurance sector will be preferred

Role Description -

·Sourcing business through large corporate & PSUs for retirement advantages & viz. Annuities & NPS, by managing the end-to-end sales cycle.

·Driving customer engagement through portal for retirement planning.

·Acquiring business through existing book of mapped accounts by increasing engagement, enabling awareness sessions, consultations competitive comparisons, etc.

· Retirement and Pension

·Reduced average case issuance time from 35 days to 15 days.

·Developing and maintaining relationships with state and central govt. nodal officers for sourcing of NPS annuities.

·Connecting with govt. department heads for PFM awareness session approvals.

·Conducting PFM sessions to increase NPS awareness and drive AUM growth within assigned territory and target





·Responsible for business development and operations of NPS annuities for Allotted area

Role includes 3 primary responsibilities-

1.Business Development:

·Responsible directly as well as indirectly for entire NPS annuity target of west zone

·Developing and nurturing relationships with corporate and government nodal officers for business development

·Conducting seminars and webinars for end customers to create awareness and drive business

2.Operations:

·Supervising end to end operations from document pickup and application login to case issuance

·Liaising with central underwriting team daily for solving discrepancies case by case.

3.Training:

·Training frontline sales people and empowering them with power pitches, market info, one pager brochures etc.

📌 Retirement Solution Group - Pension ManagerIndore 2 (Benchmark) (Indore)
🏢 Kotak Life Insurance
📍 Indore