Relationship Manager

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 : No IRDAI Exam

required for partners

No Partner Coding

necessary

Join us in shaping the future of wealth management.

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