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Kotak Life Insurance

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Howrah

College Square

Kolkata

Tollygunge



📌 Senior client relationship and service executive – Job Description (Kotak Life Insurance)
A Senior Team Coordinator in Kotak Life Insurance typically acts as a bridge between management and the frontline team, ensuring work runs smoothly, targets are met, and team performance stays strong. This role combines leadership, coordination, reporting, and operational support.

✅ Key Responsibilities
1. Team Leadership & Support

Lead, guide, and support a team of insurance advisors or coordinators.

Motivate team members to achieve individual and group targets and incentives.

Provide on-the-job coaching and mentoring to improve performance.

2. Planning & Coordination

Set clear team goals and help plan how to reach those targets.

Organize daily workflows, delegate tasks, and monitor progress.

Coordinate schedules, meetings, and internal communications.

3. Performance Monitoring & Reporting

Track individual and team metrics such as sales, client follow-ups, and policy conversions.

Report performance updates, challenges, and opportunities to senior management.

Help develop action plans based on performance data.

4. Training & Development

Support onboarding of new team members.

Help with training sessions, product knowledge sharing, and skills development.

Encourage best practices and continuous learning within the team.

5. Problem-Solving & Support

Act as a point of contact for team issues or conflicts and assist in resolution.

Provide support to team members when they face customer or operational challenges.

6. Client & Stakeholder Coordination

Maintain communication between the team and other departments (e.g., HR, sales, operations).

Ensure information flows smoothly across functions to support customer service and business goals.

🧠 Required Skills & Qualities
✔ Strong leadership and team management skills
✔ Good communication and interpersonal abilities
✔ Ability to set goals, track progress, and report results
✔ Problem-solving mindset
✔ Organizational and planning skills
✔ Comfortable coordinating with internal teams and external partners
Note: Exact skill requirements may depend on location/branch needs and experience level.

🎯 Who Typically Fits This Role?
Experienced professionals who can coordinate teams, monitor performance, and support development.

Individuals with good planning and interpersonal skills—especially in insurance, banking, sales, or customer service environments.

Those who can balance administrative tasks with team leadership and help people perform better.

If you need, I can also draft a resume or cover letter tailored for this position!


Client Service Executive

Lake Town

Office executive is responsible for
team building
operations management
sales management
assisting daily work
training and guidance is provided


Office Executive

Dakshindari

Kotak Life Insurance – Hiring Manager Role
🚨
📍 Location: Kankurgachi Branch, Kolkata
✨ Start the New Year with a New Career! ✨
💼 Unlimited Income | Career Growth | Stable Job
🔔 Job Openings – Multiple Positions Available Relationship Officer
Team Leader
Business Development Executive
Sales & Marketing Executive
Back Office / Backend Support
Recruitment & Team Building Executive

🎯 Job Responsibilities✅ Team building & hiring new team members
✅ Sales, marketing & client relationship management
✅ Backend & operational support
✅ Training & development of team
✅ Achieving business targets
✅ Customer handling & policy servicing
🎓 Eligibility✔️ Freshers & Experienced both can apply
✔️ Minimum qualification: 12th Pass / Graduate
✔️ Good communication skills
✔️ Leadership & sales mindset preferred
💰 Salary & Benefits💸 Fixed Salary + High Incentives
💰 Unlimited Income Potential
📈 Career growth & promotions
🎓 Professional training provided
🤝 Strong backend & branch support
🕒 Job Type📌 Full-Time
📌 Office Job
📌 Day Shift
🌟 Why Join Kotak Life?🏆 Leading & trusted brand
🚀 Fast career growth
📚 Free training & mentoring
👥 Supportive team culture
🎯 Long-term career opportunity
📲 Apply Now on Apna App
📍 Interview Location: Kankurgachi Branch, Kolkata


Admin Executive

Sector 2

Maintain office work
Manage team communication


Office Assistant

Bagmari

Candidate need to sell Kotak Life Insurance Plan.


Team Coordinator

Taratala

Back Office Executive

Nona Chandanpukur

Front Office Assistant

Kalighat

Team Leader

Key Responsibilities:
Goal Setting & Strategy: Define team goals, develop strategies, and align them with company objectives.
Task Management: Organize work, delegate responsibilities, manage resources, and ensure deadlines are met.
Leadership & Motivation: Inspire the team, foster a positive culture, boost morale, and lead by example.
Communication & Reporting: Communicate clearly, listen to feedback, resolve issues, and report progress to stakeholders.
Performance & Development: Monitor performance, make strategic financial planning and execute the same, provide coaching, identify training needs, and support team member growth.
Problem-Solving: Address challenges, mediate conflicts, and make decisions to keep the team on track.


Team Lead

🔑 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

Dum Dum

🔹 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


Recruiter

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Kotak Life Insurance Jobs In Howrah - 46 Verified Vacancies

Client Service Executive

Office Executive

Admin Executive

Office Assistant

Team Coordinator

Back Office Executive

Front Office Assistant

Team Leader

Team Lead

Back Office Executive

Back Office Executive

Relationship Manager

Back Office Executive

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