Premier Relationship Manager

Kotak Life Insurance; Pune District; On-site; INR 270,000 - 450,000; Full time

Job summary

Kotak Life Insurance in Pune invites applicants for a Direct-to-Customer sales role. You will receive customer leads from the company, meet clients personally, explain life insurance solutions, and close business based on provided leads.

Role demands daily cold calling, appointment setting, and 23 on-site meetings across the city, strong communication, target focus, a two-wheeler, and willingness to travel.

Qualifications

• Two-wheeler compulsory.
• Maximum age limit: 33 years.
• Minimum 2 years stability in previous organizations preferred.
• Direct Channel candidates preferred and Life Insurance mandatory with 2 years stability in every employment.
• Agency Channel or Banca experience can also be considered.
• Immediate joiners preferred.

Responsibilities

• Daily cold calling on the client database.
• Fixing appointments with clients.
• Conducting 23 face-to-face meetings daily across the city.
• Explaining insurance products and financial solutions.
• Handling documentation and business closure.
• Maintaining daily sales activity and productivity.

Skills

Communication skills

Convincing ability

Target-oriented

Willingness to travel

Disciplined

Presentable

Customer handling

Education

Graduation

Job description

ABOUT THE ROLE DIRECT MARKETING CHANNEL (B2C)

This is a Direct-to-Customer sales role where Kotak Life provides leads to employees. Candidates are expected to connect with customers, meet them personally, explain life insurance solutions, and close business based on the provided leads.

This is NOT an Agency hiring role and does NOT involve recruiting agents/advisors/partners.

What's in there for you:

• 1. Leads Provided
• Employees receive customer leads from the organization.
• Focus is on converting and closing quality business.
• 2. Direct Customer Channel
• No agent hiring.
• No team recruitment target.
• No partner dependency.
• Pure B2C sales role with direct interaction with customers.
• 3. Strong Employee Benefits
• Mediclaim coverage
• Healthcare and wellness benefits
• Employee benefits
• Attractive incentive structure
• Career growth opportunities within Kotak Life

ROLE & RESPONSIBILITIES

• Daily cold calling on the client database
• Fixing appointments with clients
• Conducting 23 face-to-face meetings daily across the city
• Explaining insurance products and financial solutions
• Handling documentation and business closure
• Maintaining daily sales activity and productivity

KEY STRENGTHS REQUIRED

• Strong verbal and written communication skills
• Confidence and convincing ability
• Target-oriented mindset
• Willingness to travel within the city
• Disciplined and career-focused attitude
• Good customer handling skills
• Presentable personality with professional approach
• Ability to handle pressure and achieve monthly targets

CTC OFFERED

• Attractive CTC Up to 4.5 LPA

STRICT HIRING CRITERIA

• Two-wheeler compulsory
• Maximum age limit: 33 years
• Stability mandatory
• Minimum 2 years stability in previous organizations preferred
• Direct Channel candidates preferred and Life Insurance mandatory with 2 years stability in every employment
• Agency Channel or Banca experience can also be considered
• Graduation compulsory
• Immediate joiners preferred
• Candidate must have Life Insurance field sales experience
• General Insurance candidates may be considered ONLY if they have strong field sales exposure with 100%+ target achievement