Team Leader/ Financial Advisor

Team Leader/Financial Advisor

Kotak Mahindra Life is looking for talented and motivated team leaders to manage clients make consult & decisions about protection, savings, and long-term financial planning. If you are passionate about finance, sales, and building meaningful client relationships, this role is an excellent fit.

🔹 KEY RESPONSIBILITIES

- Understand client's financial goals and recommend suitable product solutions.

- Present and explain Kotak Life’s product portfolio.

- Achieve monthly goals and performance targets.

- Build and maintain strong, long-term client relationships.

- Generate new business & leads through customers.

- Assist clients with documentation, policy issuance, renewals, and queries.

🔹 ELIGIBILITY

- Minimum: Freshers & Experienced both eligible.

(12th or Graduation mandatory)

- Excellent communication and interpersona skills.

- Sales-oriented mindset with strong self-motivation.

- Basic digital literacy and ability to work independently.

Monthly/quarterly bonuses for achievers Professional training & certification from Kotak Life.

- Fast-track career growth in, finance & client consultant.

- Reward & Recognition programs, including certificates, awards, and travel opportunities.

- Supportive work culture with continuous guidance & skill development.

Job Promotion

SAP 39000+ Incentive

CAP 48000+ incentive

Work Hours - Flexible work Hours

Saturday - half day and Sunday week off

On Monthly Goal Sheet completion

Incentive+PF + Medical