Finance Marketing Executive

A Finance Marketing Executive at Kotak Life works at the intersection of finance and sales/marketing — helping promote and sell life insurance and financial products, support financial planning activities, and assist the team in achieving business goals. The role may involve a mix of client engagement, lead generation, marketing support, and basic financial tasks as needed by the branch or team.

• 📍 Key Responsibilities💼 Client Engagement & Sales Support Reach out to prospects and clients to introduce Kotak Life insurance products (e.g., life plans, health plans).
• Assist in presenting key features, benefits, and financial advantages of products to potential customers.
• Help convert leads into customers and support the team in meeting sales targets.
• 📊 Marketing & Lead Generation Participate in marketing activities to generate leads — this can include calling, follow-ups, and referrals.
• Support promotional campaigns and outreach efforts in the assigned market area.
• 📈 Financial Task Support Assist in basic financial planning tasks such as explaining financial goals, plan options, or helping clients understand budgeting.
• Collaborate with team members to track performance, customer interactions, and progress toward financial targets.
• 📂 Record-Keeping & Reporting Maintain accurate customer records, lead status, and sales follow-ups in CRM or internal systems.
• Support preparation of simple financial and marketing reports for management.
• 🧠 Skills & Qualifications Education: Typically 12th pass; further education (like a Diploma/Degree in Finance, Marketing, or Business) is beneficial.
• Communication: Good communication skills to interact with customers and internal teams.
• Sales & Marketing Aptitude: Comfort with selling financial products, generating leads, and handling client calls.
• Basic Financial Understanding: Some knowledge of finance, financial goal-setting, and planning concepts — helpful but often learned on the job. Apna
• Computer Skills: Basic computer and CRM usage skills.
• 📌 Work Environment & Benefits Employment Type: Full-time or part-time options are sometimes available.
• Location: Typically branch or office-based, may include market outreach.
• Compensation: Fixed salary + performance incentives based on targets achieved.
• Benefits may include PF, ESI, flexible hours, and other statutory benefits depending on location.
• No/Any Experience Required: Many postings accept freshers and candidates without prior experience.

📌 Role ObjectiveTo drive the growth of insurance sales and financial solutions by engaging with clients, supporting marketing initiatives, and assisting the finance-sales team to achieve targets and ensure customer satisfaction.