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College Square

Kolkata

Chandni Chowk

Job Title: Customer Relationship & Experience Manager
🏢 Department: Customer Service / Relationship Management
📍 Location: Esplanade, Kolkata
👤 Reports To: Head – Customer Success / Customer Experience / Branch Manager
🎯 Role Objective:

To strengthen customer relationships 🤝 and drive long-term engagement, renewals, and business growth for Kotak Life Insurance.
The role requires regular client interactions, personalized communication, and a relationship-driven sales approach — ensuring every policyholder feels valued and supported throughout their financial journey.
Additionally, the role contributes to recruiting and developing new clients/advisors to expand the Kotak Life customer base.

🚀 Core Responsibilities:
📞 Client Calling, Engagement & Relationship Building

Make regular outbound calls to existing and potential clients for follow-ups, renewals, and relationship nurturing.

Build long-term, trust-based relationships by understanding customers’ financial goals, protection needs, and life-stage priorities.

Conduct periodic relationship meetings (in-person or virtual) to enhance engagement.

Provide personalized guidance on insurance plans, riders, and benefits that match client needs.

Ensure a consistent, positive client experience through timely updates and professional communication.

🔁 Retention, Renewals & Upselling

Drive policy renewals and proactively reduce policy lapses.

Promote add-on products and cross-sell / upsell opportunities to deepen wallet share.

Educate clients on Kotak Life’s digital tools, customer portals, and self-service options.

Implement customer loyalty programs to build long-term retention.

👥 Client & Advisor Recruitment / Portfolio Growth

Identify potential customers through referrals, lead generation, and networking.

Assist in recruiting and onboarding advisors / agents to grow the customer base.

Partner with advisors to help manage and expand their client portfolios.

Support branch efforts in local market development and brand visibility.

⚙️ Service Excellence & Delivery


Client Relationship Executive

I.I.T.Main Gate

Mumbai

Johar Chowk

Are you ready to kickstart your career in sales with a leading life insurance company? Kotak Life Insurance is looking for enthusiastic candidates to join as Sales Manager. In this role, you will be responsible for supporting and growing our partner network while achieving business targets.

Who Can Apply:
Minimum education level: Undergraduation.
Freshers from 2024, 2025 batch.
2026 batch students with NOC can work.
No prior experience needed.
If the candidate has any prior experience, they should not have a PF account.

Key Responsibilities:
Formulate and implement effective sales plans for partners to achieve sales targets. Lead, motivate, and train partners to maximize performance.
Set and monitor clear objectives to ensure partners consistently achieve agreed-upon sales targets.
Assist partners in generating leads, tracking prospects, and closing sales successfully.
Support partners in upselling and cross-selling to customers based on their needs.
Facilitate ongoing training for partners to ensure a highly productive sales channel at all times.
Collect regular feedback from partners and customers regarding satisfaction with the selling process and products.
Review partners’ sales plans regularly and provide support to drive their growth.
You will be a full-time employee on the Kotak Life Insurance payroll.

Why Join Us:
Kickstart your career with one of India’s leading life insurance companies.
Gain hands-on experience in sales and partner management.
Opportunity to learn, grow, and build a strong professional foundation.



Sales Manager

Porur

Aalathur IE

Subramanya Nagar

Bengaluru

Kailasipalyam

Mallik Bazar

We are hiding telecallers, male female both can apply for this position, main responsibility will be calling for recruitment. Candidates must know Hindi language.


Telecaller

Kammanahalli

We are recruiting the financial Consultant and Agency Partners ..

We pay both Incentives and Fixed payment with

Unlimited income
PF ,
ESI ,
7 Lakhs Group Insurance,
Salary upto 75000 Rs

Based on the promotion and proficiency of the candidate ..

Call 761940 6369 / 96111 63118


Insurance Agent/Advisor

Rajajipuram

Shahnajaf Road

Advising clients on financial matters, creating personalized financial plans, and helping them achieve goals like retirement and wealth building. Key responsibilities involve assessing a client's financial situation, recommending investment and insurance products, and monitoring market trends to adjust strategies.


Financial Advisor

We are looking for a dynamic and motivated Insurance Managers to join our team in Chennai.

Retired Professionals / Senior Citizens / Business People's 
Housewives - Age: Above 30 years

The Manager will be responsible for leading a team, recruiting and developing new members, and monitoring overall team performance to achieve business goals.

This role offers excellent career growth opportunities, flexible working options (part-time), and a rewarding performance-based environment.

Contact: 9597196877


Insurance Manager

Gopipura

Trinity Business Park

Life Insurance Advisor

Ahmedabad (Rural) District Court

Shyamvilla-2

✅ Housewives (Female)
✅ Retired professionals (both)
✅ Financial Distribution  (both)
✅ Anyone seeking flexible  (both)


Key Responsibilities:
- Provide financial guidance and planning to clients
- Analyze financial data and create personalized investment strategies
- Recommend investment products and services
- Manage client relationships and portfolios

Requirements:


- Experience in financial planning and investment analysis
- House wife's, retired candidates can apply
- Strong analytical and communication skills
- Ability to build and maintain client relationships


Santoshi Mata Chowk

Council Hall (Police Commissioner Office)

Only Retired Persons/Senior Citizens, Homemakers, and Housewives can apply for this job

Creating awareness about life Insurance Developing an effective strategy to attract clients. 
Building a strong relationship with the new and existing clients. 
Educating clients about the various insurance policies such as automobile, land, health, and many others. 
Advising the clients on which insurance policy they need to purchase. 
Communicating with the clients and maintaining a good rapport with them. 
Answering questions of the client based on insurance policies. 
Identifying the risk involvements based on the client's requirements. 
Analyzing the clients present policies and recommending changes if needed. 
Ensuring the company rules and regulations are formulated accordingly. 
Maintaining clients records on a monthly basis. 
Preparing and presenting reports for the higher authorities. 



Life Insurance Agent

Kalighat

Recruitment, team building are required along with sales management for building a good sales team


Financial Associate

Carmac Street

🌟 Team Coordinator Wanted! 🌟
Are you super organized, people-savvy, and love keeping things running smoothly? Join our team as a Team Coordinator and be the go-to person for scheduling, support, and team success!
🔹 What You’ll Do:
✅ Keep the team on track & on time
✅ Organize meetings, calendars & events
✅ Be the communication bridge 🧩
✅ Support project planning & admin tasks
🔹 What You Bring:
✔️ Strong organizational skills
✔️ Great communication & teamwork
✔️ A can-do attitude 💪
✔️ Proficiency in tools like MS Office or Google Workspace
Let’s grow together — apply now! 🚀


Insurance Sales / BD Manager

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Kotak Life Insurance Jobs - 100 Verified Vacancies

Client Relationship Executive

Sales Manager

Sales Manager

Sales Manager

Telecaller

Insurance Agent/Advisor

Financial Advisor

Insurance Manager

Life Insurance Advisor

Life Insurance Advisor

Financial Advisor

Life Insurance Agent

Financial Associate

Insurance Sales / BD Manager