Description
Join Kotak Life Insurance as a Relationship Manager, where you will be responsible for developing and managing client relationships while providing them with tailored insurance solutions. This role is ideal for candidates with 2-4 years of experience in sales or financial services who are looking to make a significant impact in the insurance industry.
Responsibilities
- Develop and maintain strong relationships with clients to understand their financial needs.
- Provide personalized insurance solutions to clients based on their requirements.
- Assist clients in the policy selection process and guide them through the application process.
- Conduct regular follow-ups with clients to ensure satisfaction and address any issues or queries.
- Collaborate with the sales team to achieve monthly and quarterly sales targets.
- Stay updated with the latest insurance products and market trends to provide the best advice to clients.
Skills and Qualifications
- Bachelor's degree in Finance, Business Administration, or a related field.
- 2-4 years of experience in sales or financial services, preferably in the insurance sector.
- Strong communication and interpersonal skills to build and maintain client relationships.
- Ability to analyze client needs and provide tailored insurance solutions.
- Knowledge of insurance products and regulatory requirements in India.
- Self-motivated with a strong desire to achieve sales targets and enhance client satisfaction.
