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Rajajipuram

Shahnajaf Road

As a team leader you have to manage your team and make them do the business for the company


Team Leader

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


Team Leader/ Financial Advisor

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Kotak Life Insurance Jobs In Lucknow - 2 Verified Vacancies

Team Leader

Team Leader/ Financial Advisor