FIG Sales - Assistant Manager - L1 - Mumbai (HO)

Kotak Life; Mumbai; On-site; INR 300,000 - 420,000; Full time

Benefits offered by this job

On-the-job training

Career progression

Exposure to banks/NBFCs

Job summary

Kotak Life is seeking a customer-focused Sales Executive at an entry level to drive credit life insurance adoption through banks, NBFCs, MFIs, and lending institutions. You will promote products that protect borrowers and support financial inclusion, traveling as needed to client sites.

The role emphasizes relationship-building with branch staff, strong communication, and achieving sales targets, with on-the-job training and a clear career progression path in life insurance.

Qualifications

• Strong communication and interpersonal skills.
• Ability to build and maintain professional relationships.
• Goal-oriented with a passion for sales.
• Basic understanding of financial products and/or insurance.
• Willingness to travel within assigned territory.

Responsibilities

• Develop relationships with branch managers, loan officers, and 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 penetration.
• Educate customers about credit life insurance, benefits, and claim processes.
• Ensure proper documentation, onboarding, and compliance during the sale process.
• Monitor competitor activity and market trends to provide insights and recommendations.
• Adhere to regulatory and internal compliance guidelines.
• Maintain accurate records of leads, sales, and customer interactions in the CRM.

Skills

Strong communication

Interpersonal relationships

Sales-oriented

Financial products knowledge

Willingness to travel

Education

Graduate

Job description

7 - 15 Years

Employee

Job Description

Job Title: Assistant Manager

Reports To: Senior Manager

Education: Graduate

Work Experience: 1 – 4 years

Work Location: Residency Road, Bengaluru ( Travel Required as per business needs)

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, benefits, and claim processes.
• 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 tools.

Skills:

• Strong communication and interpersonal skills
• Ability to build and maintain professional relationships
• Goal-oriented with a passion for sales
• Basic understanding of financial products and/or insurance
• Willingness to travel within assigned territory

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

Job Snapshot

Updated Date

28-09-2026

Job ID

JOB17404

Department

Location