Relationship Manager (Urgent)

Urgent Hiring | Relationship Manager – Wealth Channel

Company : Kotak Life Insurance

Location : Nashik | Pune | Kolkata | Delhi | Bangalore | Chennai | Surat | Ahmedabad

We’re looking for dynamic professionals with experience in the Agency Channel and Mutual

Fund industry to join our Wealth Channel team as Relationship Managers.

Who can apply?

✅ Professionals from Agency Channel background

✅ Experience with Mutual Fund Distribution or Sales

✅ Candidates passionate about wealth management and HNI client servicing

Key Responsibilities :

• Manage and grow relationships with HNI clients
• Sell ULIP (Unit Linked Insurance Plans) to high-net-worth individuals
• Build and nurture connections with mutual fund distributors
• Organize and run recruitment drives for new distributors
• Provide ongoing training and motivation to the distributor team
• Participate in joint field work , offering support and guidance to partners

Perks of the Role :

Join us in shaping the future of wealth management.

Kotak Life – Let’s secure a better tomorrow, together.