Field Sales - Relationship Manager - L2 - Mumbai 3 (Andheri)

Kotak Life Insurance; Mumbai; On-site; INR 350,000 - 500,000; Full time

Job summary

Kotak Life Insurance in Mumbai is seeking a Relationship Manager for Wealth Channel - Field Sales. The role focuses on generating new business, selling and negotiating insurance plans, and building lasting client relationships to support portfolio growth.

The ideal candidate should have 3-7 years of relevant experience, strong communication, and the ability to deliver client-focused solutions while meeting revenue targets.

Qualifications

• Proven working experience as an Insurance Agent or relevant experience.
• Familiarity with all types of insurance plans (auto, fire, life, property, medical, etc).
• Basic computer knowledge and statistical analysis.
• Proven ability to work with goals.
• Demonstrated ability to communicate, present, influence and sell effectively.
• Experience in delivering client-focused solutions and in creating long-lasting relationships.

Responsibilities

• Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones.
• Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc.
• Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria.
• Work with clients to deliver risk management strategies that fit their risk profiles.
• Report the progress of monthly/quarterly initiatives to stakeholders.
• Maintain bookkeeping systems, database and records.
• Monitor insurance claims to ensure mutual satisfaction.
• Achieve customer acquisition and revenue growth objectives.
• Constantly update job knowledge and learn about new products and services.
• Fulfill all policy requirements.

Skills

Insurance sales

Client relationship skills

Communication ability

Presentation skills

Negotiation

Networking and cold calling

Graduate

Education

Graduate

Job description

Role

Relationship Manager,Wealth Channel - Field Sales(L4)

Experience3-7yrs

Job brief

We are looking for a competitive Insurance Agent to generate new business by contacting potential customers. You will sell, solicit, differentiate and negotiate insurance plans that match the needs of your assigned or prospective customers’ portfolio.

The goal is to build up strong positive relationships, to ensure growth attainment and increase our firm’s reputation.

Responsibilities

• Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones
• Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc
• Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria
• Work with clients to deliver risk management strategies that fit their risk profiles
• Report the progress of monthly/quarterly initiatives to stakeholders
• Maintain bookkeeping systems, database and records
• Monitor insurance claims to ensure mutual satisfaction
• Achieve customer acquisition and revenue growth objectives
• Constantly update job knowledge and learn about new products and services
• Fulfill all policy requirements.

Requirements and skills :

• Proven working experience as an Insurance Agent or relevant experience
• Familiarity with all types of insurance plans (automobile, fire, life, property, medical etc)
• Basic computer knowledge and statistical analysis
• Proven ability to work with goals
• Demonstrated ability to communicate, present, influence and sell effectively
• Experience in delivering client-focused solutions and in creating long-lasting relationships
• Graduate
• Proven working experience as an Insurance Agent or relevant experience
• Familiarity with all types of insurance plans (automobile, fire, life, property, medical etc)
• Demonstrated ability to communicate, present, influence and sell effectively
• Experience in delivering client-focused solutions and in creating long-lasting relationships.