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3,961 Kotak Mahindara Life Insurance Jobs

Asset Specialist - Priority - Regional Sales

2-6 years

Mumbai

1 vacancy

Asset Specialist - Priority - Regional Sales

Kotak Mahindara Life Insurance

posted 1 day ago

Job Description

About The Role
  • work with RM, BM & AM to identify for respectively mapped families the opportunity to enhance PH & SH by catering to customer requirements across borrow, save, protect, pay and invest category(ies)
  • Ensuring Branch and RM activation in each product/category to ensure that each Branch RM is working towards the propositions as a whole and not biased towards limited products/services
  • Help RMs in improving their customer coverage, in achieving their SOPs and in improving their earning by highlighting work-areas for each RM
  • Driving Health Score for both RM and Branch collectively so that RMs are improving on their productivity and also in-turn branches are also improving on profitability
  • Driving digital adoption of internal systems, platforms (eg CRM) that will enable tracking of lead quality, lead fulfilment and RM throughput
  • Driving campaigns to ensure top of the funnel drive for each product in relevant catchments and monitor for lead quality and lead conversions
  • Monitoring customer coverage regularly so that all customers are touch based in set periods
  • Liaise with relevant departments to ensure and fast-track cases wherever being stuck
  • A passion for solving Customer Problems and ensuring great user experience
  • Basic understanding of application flow in each Product
  • High degree understanding of CRM and other tech platforms
  • Ability to read and interpret data and dashboards and help strategically implement initiatives in his her catchment
  • Experience in data driven decision making and analytical thinking
  • Ability to work effectively with cross functional teams and manage various stakeholders
  • High levels of empathy

  • Employment Type: Full Time, Permanent

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    What people at Kotak Mahindara Life Insurance are saying

    What Kotak Mahindara Life Insurance employees are saying about work life

    based on 3.2k employees
    53%
    46%
    55%
    98%
    Flexible timing
    Monday to Saturday
    Within city
    Day Shift
    View more insights

    Kotak Mahindara Life Insurance Benefits

    Submitted by Company
    Comprehensive Insurance Coverage
    Employee Referral Program
    Sabbatical Leave
    Long Service Awards
    KLAPS
    Submitted by Employees
    Job Training
    Soft Skill Training
    Health Insurance
    Work From Home
    Team Outings
    Cafeteria +6 more
    View more benefits

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