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Kotak Life Insurance

Anywhere in India

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Barrackpur

College Square

Kolkata

Back Office Executive

🔑 Key Responsibilities:
📊 Manage and monitor investment portfolios to meet client objectives
📈 Analyze market trends, asset performance & risk metrics
📝 Develop investment strategies aligned with Kotak Life’s guidelines
🤝 Coordinate with internal teams & provide insights to stakeholders
📚 Prepare portfolio reports and ensure regulatory compliance



Relationship Manager

Sealdah

🔹 Source and screen candidates through job portals and referrals
🔹 Coordinate interviews and follow up with candidates
🔹 Maintain candidate data and recruitment reports
🔹 Support hiring targets and recruitment operations
🔹 Ensure a smooth candidate experience


Office Associate

Maniktala

Job Type: Full-time ⏰
About Us
At [Your Company Name], we are passionate about delivering exceptional service and ensuring our clients have an amazing experience with our products. As a fast-growing company, we are looking for a Client Success Executive to join our team and help us elevate our client relationships to the next level! 🚀
Key Responsibilities 🔑Client Onboarding: Welcome and guide new clients through the onboarding process to ensure they’re set up for success. 👋
Relationship Building: Build and maintain long-term, trusted relationships with clients by understanding their needs and goals. 🤝
Product Training: Provide training and support to clients on our products and services to help them maximize their usage. 📚
Issue Resolution: Address client inquiries, troubleshoot issues, and work with the team to provide timely solutions. 🛠️
Feedback Loop: Gather client feedback to help improve our products, services, and overall client experience. 📈
Reporting & Analytics: Regularly monitor client performance and provide insights to help them achieve their desired outcomes. 📊
Upsell & Cross-sell: Identify opportunities for upselling or cross-selling based on client needs and growth potential. 💡
Qualifications 📑Experience: Minimum of 2 years in a client-facing role, preferably in client success, account management, or customer service. 💼
Communication: Excellent verbal and written communication skills—ability to explain complex ideas simply. 🗣️
Problem-Solving: Strong troubleshooting and critical-thinking skills. 🧠
Customer-Focused: A passion for delivering outstanding customer service and making clients feel valued. 💖
Tech-Savvy: Comfortable using CRM tools and other client success software. 💻
Team Player: Able to collaborate effectively with internal teams to meet client needs. 🤗
What We Offer 🎁Competitive salary 💸
Health & wellness benefits 🏥
Learning & development opportunities 📚
A positive and inclusive work culture 🌟
Flexible work environment 🏡
Exciting team-building events 🎉



Team Leader - Operations

Dakshindari

Recruiter

Shyampukur

Candidate need to sell Kotak Life Insurance Plan.


Office Assistant

Phool Bagan

Job Title: Office Assistant / Office Manager

Job Summary : We are seeking a highly organized and proactive Office Assistant to manage daily office operations, support financial decision-making, and coordinate team activities.
This role offers significant incentive and growth opportunities for a motivated candidate who contributes to operational efficiency and business success.
Key Responsibilities:
Office Management
Oversee day-to-day office operations and administrative processes
Maintain records, documentation, and office supplies
Coordinate schedules, meetings, and internal communications
Ensure smooth workflow and compliance with company policies

Financial Advisory & Support
Assist in basic financial planning, budgeting, and expense tracking
Prepare financial reports and summaries for management review
Support management with cost analysis and efficiency improvements
Liaise with accountants, vendors, and financial service providers as needed

Team Management & Coordination
Support team coordination and task follow-ups
Assist in onboarding and administrative support for staff
Help monitor performance metrics and productivity
Act as a point of contact between management and team members

Requirements & Skills
Proven experience in office administration or a similar role
Basic understanding of financial management and reporting
Strong organizational, communication, and multitasking skills
Ability to manage teams and work independently
Proficiency in MS Office / Google Workspace
High level of integrity and attention to detail

Incentives & Growth Opportunities
Attractive incentive structure based on performance
Opportunity to grow into a senior management or operations role
Exposure to financial decision-making and business strategy
Performance-based bonuses and long-term rewards



Team Leader

Pilkhana, West Bengal

Back Office Coordinator

Belgachia

Lansdowne

Taratala

Leading the management.
Building up a team of advisors .
Daily monitoring and following process for driving team through advisors.
Delivering consistent sales output utilizing your management and monitoring capabilities.



Team Executive

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Kotak Life Insurance Jobs In Barrackpur - 37 Verified Vacancies

Back Office Executive

Back Office Executive

Relationship Manager

Office Associate

Team Leader - Operations

Recruiter

Office Assistant

Back Office Executive

Team Leader - Operations

Team Leader

Back Office Coordinator

Team Leader

Back Office Coordinator

Team Executive