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Relationship Manager [Immediate Start]

Relationship Manager [Immediate Start]

Kotak LifeIndia
18 days ago
Job description

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.

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