Senior Office Executive (SOE)

The Senior Office Executive is responsible for recruiting, managing, developing, and motivating a team of Insurance Advisors/Agents to achieve sales targets for Kotak Life Insurance. The role involves team management, business development, customer relationship building, and ensuring compliance with company standards.

• Key Responsibilities
• 1. Team Recruitment & Development Recruit, onboard, and train Insurance Advisors/Agents.
• Guide team members on products, sales techniques, and field activities.
• Conduct regular team meetings, coaching sessions, and performance reviews.
• 2. Sales & Target Achievement Drive sales from the team to achieve monthly and yearly targets.
• Monitor daily activities and performance of advisors.
• Create action plans for business growth in assigned territory.

• 3. Business Development
• Identify new market opportunities and expand business.
• Support advisors in client meetings, joint calls, and closing sales.
• Promote Kotak Life products through effective strategies.
• 4. Customer Relationship Management Ensure high-quality customer service and policy servicing.
• Maintain long-term relationships with clients to encourage renewals and referrals.
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• 5. Compliance & Reporting
• Ensure team follows all regulatory guidelines (IRDAI norms).
• Maintain records of advisor performance, sales reports, and market feedback.
• Submit regular updates to the Branch Manager/Unit Manager.
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• Skills & Competencies
• Strong communication & leadership skills.
• Ability to motivate and manage a team.
• Good knowledge of life insurance products.
• Target-oriented with strong sales skills.
• Relationship-building and negotiation abilities.
• Eligibility & Requirements
• Minimum qualification: Graduate (preferred).
• 1–3 years of experience in sales/insurance; leadership experience preferred.
• Age: 22–35 years (may vary by branch).
• Must be comfortable with field sales and advisor recruitment.