Relationship Manager - HF-Housing Finance-Sales

Kotak Life Insurance; Jodhpur; On-site; INR 1,200,000 - 2,000,000; Full time

Job summary

Kotak Life Insurance in India invites applications for a senior sales and distribution lead. You will manage sales across cross-channel and open market, grow DSAs/branches, and drive productivity of the Direct Sales team.

This role demands strong relationship building with clients and channel partners, and a focus on revenue growth through multi-channel offerings. The position involves marketing, catchment area exploitation, HNI client engagement, builder tie-ups, project approvals, and

Qualifications

• Qualification required: Graduate or MBA.
• Skills and experience: customer relationship management.
• Sales and service orientation essential.

Responsibilities

• Manage sales and distribution through 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.

Skills

Customer relationship management

Sales skills

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