Job Title: Assistant Manager Role: Sales Manager– Credit Life Insurance
Reports To: Senior Manager
Education: Graduate
Work Experience: 1 – 3 years
Work Location: Chembur & Kalina Mumbai ( Travel within city required as per business needs)
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, advantages, and claim processess
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 to ols

Skills:
Strong communication and interpersonal skills
Ability to build and maintain professional relationships
Goal-oriented with a passion forsales
Basic understanding of financial products and/or insurance
Willingness to travel within assigned terr itory

What We Offer
On-the-job training and development
Clear career progression path in the life insurance industry
Opportunity to work with leading financial institutions

📌 Assistant Manager of Sales (1 year relevant experience required) (Mumbai)
🏢 Kotak Life
📍 Mumbai