Relationship Manager - HF-Housing Finance-Sales

Kotak Life Insurance; Bengaluru; On-site; INR 900,000 - 1,200,000; Full time

Job summary

Kotak Life Insurance in Bengaluru is seeking a results‑driven sales leader to manage cross‑channel distribution, expand DSAs and branches, and grow the Direct Sales team toward higher productivity. You will drive revenue through cross‑selling insurance, CASA and credit products, build builder relationships, ensure end‑to‑end case processing, and deliver top‑class customer service to boost NPS.

Qualifications

• Graduate or MBA required.
• CRM and sales experience preferred.
• Strong customer relationship management and service orientation.

Responsibilities

• Manage sales and distribution through cross-channel and open market channels.
• Add DSAs/Branches and grow the Direct Sales team.
• Drive marketing and catchment area initiatives to grow revenue.
• Engage with HNI clients and explain products related to property/loan offerings.
• Ensure end-to-end processing of cases and provide top-class customer service to boost NPS.

Skills

CRM

Sales

Service orientation

Education

Graduate / MBA

Job description

About The Role

JOB DESCRIPTION

Job role:

• Manage sales and distribution through the cross channel and open market channels
• Ensure unilateral growth by adding new DSAs / Branches
• Manage and grow the Direct Sales team and focus on increased Productivity
• Marketing and encashing catchment areas
• Meeting HNI clients and explaining various products related to Loan against property/HF
• Responsible for Builder relations and Builder Tie Ups to focus on Primary Markets
• Responsible for Project approvals of Builders
• Ensure additional revenue generation through cross sell & Multi selling of Insurance, CASA , Credit Cards etc.
• Training & Development of the DST Team and DSAs
• Liasoning with Internal teams for business like Credit, Legal, Technical, RCU & Operations
• Responsible for end to end processing of the case and updating the status of the same to the customers.
• Ensuring Top Class service for Customers for better NPS Scores

Job Requirements:

• Qualification - Graduate / MBA
• Skills & Experience Customer relationship management skills
• - Sales and service orientation