Retirement Solution Group - Pension Manager - L3 - Indore 2 (Benchmark)

Kotak Life; India; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Kotak Life in Indore is seeking a Pension Manager (L3) to drive retirement benefit solutions for large corporates and PSUs, focusing on NPS annuities. You will manage the end-to-end sales cycle and build relationships with government nodal officers.

Role emphasizes engaging clients through seminars and the corporate portal, reducing processing times, and expanding AUM via proactive training and field outreach within the west/east territory as applicable.

Qualifications

• Graduation mandatory.
• 2-5 years in Life Insurance sector preferred.

Responsibilities

• Sourcing business from large corporates and PSUs for retirement benefits and NPS annuities, managing end-to-end sales.
• Drive customer engagement for retirement planning through the portal.
• Expand business through mapped accounts by increasing engagement and awareness sessions.
• Reduce case issuance time from 35 days to 15 days.
• Build relationships with state and central govt nodal officers for NPS sourcing.
• Coordinate with government heads for PFM session approvals.
• Conduct PFM sessions to boost NPS awareness and drive AUM growth in the assigned territory.
• Oversee business development and operations of NPS annuities for the allotted area.

Skills

Life Insurance domain knowledge

Corporate & PSU client acquisition

End-to-end sales handling

Education

Graduation mandatory

2-5 years Life Insurance experience preferred

Job description

Retirement Solution Group - Pension Manager - L3 - Indore 2 (Benchmark) India 2 - 5 Years Employee

Job Description

Education and Experience - Graduation mandatory : 2-5 yrs in Life Insurance sector will be preferred

Role Description

• Sourcing business through large corporate & PSUs for retirement benefits & viz. Annuities & NPS, by managing the end-to-end sales cycle.
• Driving customer engagement through portal for retirement planning.
• Acquiring business through existing book of mapped accounts by increasing engagement, enabling awareness sessions, consultations competitive comparisons, etc.
• Retirement and Pension
• Reduced average case issuance time from 35 days to 15 days.
• Developing and maintaining relationships with state and central govt. nodal officers for sourcing of NPS annuities.
• Connecting with govt. department heads for PFM awareness session approvals.
• Conducting PFM sessions to increase NPS awareness and drive AUM growth within assigned territory and target
• Responsible for business development and operations of NPS annuities for Allotted area

Role includes 3 primary responsibilities-

1.Business Development:

• Responsible directly as well as indirectly for entire NPS annuity target of west zone
• Developing and nurturing relationships with corporate and government nodal officers for business development
• Conducting seminars and webinars for end customers to create awareness and drive business

2.Operations:

• Supervising end to end operations from document pickup and application login to case issuance
• Liaising with central underwriting team daily for solving discrepancies case by case.

3.Training:

• Training frontline sales people and empowering them with power pitches, market info, one pager brochures etc.