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.