Financial Advisor

Kotak Mahindra Bank

Hazratganj, Lucknow

₹22,000 - ₹30,000 monthly*

Fixed

22000 - ₹25000

Average Incentives*

5,000

Earning Potential

30,000

You can earn more incentive if you perform well

Work from Office

Full Time

Freshers only

Basic English

Job Details

Interview Details

Job highlights

Fast HR reply

20 applicants

Benefits include: PF, Flexible Working Hours, ESI (ESIC)

650 fee charged by company HR

WHY? - IRDA Exam

Job Description

Kotak Life Insurance is seeking a dynamic Team Leader to drive our financial advisory division. In this dual-impact role, you will be responsible for recruiting, training, and mentoring a high-performing team of advisors while managing your own portfolio of financial products.

  • Key Responsibilities:Team Management: Build and lead a team to achieve monthly sales targets and KPIs.
  • Mentorship: Provide field support and technical training on Life Insurance, Mutual Funds, and ULIPs.
  • Business Development: Identify market opportunities and ensure the smooth execution of daily operations.
  • Compliance: Ensure all team activities adhere to IRDAI guidelines and company protocols.
  • Requirements:Experience: Proven track record in insurance/banking sales with leadership experience.
  • Skills: Expertise in Life Insurance Sales and Retirement Planning.
  • Education: Graduate degree preferred; strong communication skills in English and regional languages.

Job role

Work location

Halwasiya House, Hazratganj, Lucknow, Uttar Pradesh, India

Department

Banking / Insurance / Financial Services

Role / Category

Life Insurance

Employment type

Full Time

Shift

Day Shift

Job requirements

Experience

Freshers only

Education

Graduate

Skills

Insurance sales, Life Insurance Sales

English level

Basic English

Gender

Any gender

About company

Name

Kotak Mahindra Bank

Address

Halwasiya House, Hazratganj, Lucknow, Uttar Pradesh, India

Job posted by Kotak Mahindra Bank

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