Relationship Manager

Kotak Life Insurance; Bhopal, Jabalpur, New Delhi; On-site; INR 400,000 - 600,000; Full time

Job summary

Kotak Life Insurance is seeking a Direct-to-Customer sales executive for the Direct Marketing Channel (B2C) in Bhopal. The role involves connecting with customers, presenting life insurance solutions, and closing business based on provided leads.

You will perform daily cold calling, fix appointments, conduct face-to-face meetings, handle documentation, and maintain sales activity to meet targets.

Qualifications

• Direct-to-Customer sales experience preferred.
• Ability to handle documentation accurately.

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.

Job description

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.

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