Insurance Partner
Kotak Life Insurance
Insurance Partner
Kotak Life Insurance
Bara Nagar, Kolkata/Calcutta
โน21,000 - โน50,000 monthly*
Fixed
โน21000 - โน30000
Average Incentives*
โน20,000
Earning Potential
โน50,000
You can earn more incentive if you perform well
Job Details
Interview Details
Job highlights
Urgently hiring
29 applicants
Benefits include: PF, Flexible Working Hours, ESI (ESIC)
Job Description
๐ About the Role:We are looking for a motivated and customer-focused Financial Sales Advisor ๐ฐ to join our dynamic team! Youโll play a critical role in helping clients reach their financial goals ๐ฆ by offering tailored financial products, services, and advice ๐ก. If you have a passion for sales and finance, this is the role for you!
- ๐ Responsibilities:๐ค Build strong client relationships through trust and integrity
- ๐ Understand clientsโ financial needs and recommend suitable solutions
- ๐ฌ Conduct sales presentations and financial consultations
- ๐ Assist clients with investment, insurance, and savings products
- ๐ Meet and exceed sales targets and KPIs
- ๐ Maintain regular contact with clients for reviews and updates
- ๐ Stay informed about market trends and financial products
- โ Requirements:๐ Bachelorโs degree in Finance, Business, or related field
- ๐ง Strong understanding of financial products and services
- ๐ฃ Excellent communication and interpersonal skills
- ๐งฎ Proven sales experience in finance or banking is a plus
- ๐ผ Professional certifications (e.g., CFP, CFA) are advantageous
- ๐ป Proficient in CRM tools and Microsoft Office Suite
- ๐ฏ What We Offer:๐ต Competitive base salary + attractive commissions
- ๐ Ongoing training and professional development
- ๐ Career advancement opportunities
- ๐ Paid time off and comprehensive benefits package
- ๐ Supportive and inclusive team environment
Job role
Work location
Dunlop, Narendra Nagar, Bonhooghly Government Colony, Dakshineswar, Calcutta, West Bengal, India
Department
Sales & BD
Role / Category
Sales Management
Employment type
Full Time
Shift
Day Shift
Job requirements
Experience
Any experience
Education
Graduate
Past role/category experience
Life Insurance, Data Entry/Computer Operator, General Insurance, Sales Management, Marketing, Insurance Sales
Skills
B2B Sales, Channel sales, B2C sales, Lead qualification, Lead management, Sales planning, Sales management, Lead routing, Enterprise sales, Lead prospecting, Insurance management, Insurance Services, Insurance Policies, Distributor, SMB sales
English level
No English Required
Age limit
25 - 60 years
Gender
Any gender
About company
Name
Kotak Life Insurance
Address
Dunlop, Narendra Nagar, Bonhooghly Government Colony, Dakshineswar, Calcutta, West Bengal, India
Job posted by Kotak Life Insurance
Show all