Agency - Branch Managing Partner - L6 - Kolhapur 2 (Treekaya)

Kotak Life Insurance; Kolhapur District; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Kotak Life Insurance is seeking a Branch Managing Partner for the Kotak Agency – Field Sales in Maharashtra. The role focuses on expanding distribution, coaching agencies, and meeting performance targets. Experience in sales leadership and partner management is essential.

The position emphasizes relationship-building with external partners and internal teams to drive growth and ensure regulatory and governance standards are met.

Qualifications

• 5–8 years of relevant experience in field sales or agency management.
• Bachelor's degree or equivalent is preferred.
• Strong leadership and coaching abilities.

Responsibilities

• Foster external relations with partners and stakeholders.
• Strengthen internal relations with teams and agencies.

Skills

External Relations

Internal Relations

Education

Bachelor's Degree

Job description

Designation Branch Managing Partner - Kotak Agency - Field Sales, (L6)

Experience5-8 yrs

Position description

Recruitment Parameters

• Increasing Distribution through Coding of new Partners & increasing LA base
• Pragati Promotion
• SAP / CAP Creation
• Partner Promotion
• Handhold & Coach Distribution for Recruitment
• Minimum Distribution Criteria of 8:80

Business Parameters

• Meet the budgeted business numbers
• Maintain minimum Persistency of 85%
• Coach & Train Agency to work Independently & Digitally
• Meet the CLA numbers
• Initiatives to improve Partner Income
• Periodic meeting of Partners & Las
• Support Agency with all relevant report & MIS

Primary Responsibilities

• External Relations
• Internal Relations

Educational qualifications preferred

• Category Bachelor's Degree