Relationship Manager - HF-Housing Finance-Sales

Kotak Life Insurance; Gandhinagar; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Kotak Life Insurance is recruiting for a Sales Manager role in India. You will manage sales and distribution across multiple channels, expand DSAs and branches, and lead a Direct Sales team to boost productivity while ensuring strong customer service.

You will engage with HNI clients, drive cross-selling of financial products, and coordinate with internal teams to ensure smooth execution of cases, aiming for high customer satisfaction scores.

Qualifications

• Customer relationship management skills.
• Sales and service orientation.
• Graduate or MBA qualification.

Responsibilities

• Manage sales and distribution through cross-channel and open market channels.
• Add DSAs / Branches to ensure growth.
• Lead Direct Sales team and boost productivity.
• Market and encash catchment areas.
• Meet HNI clients and explain loan against property/HF products.
• Develop builder relations and builder tie ups for primary markets.
• Obtain project approvals for builders.
• Cross-sell insurance, CASA, credit cards, etc.
• Train DST team and DSAs.
• Coordinate with internal teams (Credit, Legal, Technical, RCU & Operations).
• Ensure end-to-end processing and update customers.
• Deliver top-class service to improve NPS.

Skills

Customer relationship management

Sales

Service orientation

Education

Graduate or 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