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Engaged Employer

Kotak Mahindara Life Insurance

Compare

3.7

based on 3.2k Reviews

4,010 Kotak Mahindara Life Insurance Jobs

Relationship Manager-Affluent-Priority-Regional sales

Kotak Mahindra Life Insurance Company Limited.

3.7

based on 3.2k Reviews

2-7 years

Lucknow

Relationship Manager-Affluent-Priority-Regional sales

Kotak Mahindara Life Insurance

posted 3 weeks ago

Job Role Insights

Flexible timing

Key skills for the job

Marketing Sales Sales Management Business Development B2B Sales Area Sales Management

+ 8 more

Job Description

Role:

Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group

Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness

Formulate and implement the sales plan to acquire new HNI clients and increase the customer base

Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience

Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements

Ensure client contact ability at all times though regular connect with them in weekly/ monthly calls

Resolve client queries for the managed book within the specified TAT

Plan and conduct special sales initiatives and events for prospective and existing clients

Endure adherence to all bank and regulatory processes at all times

Job Requirement:

Aptitude to deliver high quality customer service by using organization and interpersonal skills

Decision making skills with strong sense of ownership

Ability to work under pressure

Experience in building and maintaining HNI customer relationships

Employment Type: Full Time, Permanent

Read full job description

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What people at Kotak Mahindara Life Insurance are saying

3.7

Rating based on 46 Relationship Manager reviews

Anonymous · Customer Success, Service & Operations in Jamnagar

Likes

Culture is best in every life insurance company

Promotions - Good

+3 more

Dislikes

Pramotion structure and skill development programs are not good

Skill development - Poor

Read 46 Relationship Manager reviews

Relationship Manager salary at Kotak Mahindara Life Insurance

reported by 195 employees

₹2 L/yr - ₹5.5 L/yr

28% less than the average Relationship Manager Salary in India

View more details

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

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