Required Relationship Officer – Branch Banking nearby Mumbai

Full-time @Kotak Life Insurance
  • Borivali Mumbai, Maharashtra
  • Apply Before : February 15, 2023
  • Salary: ₹22,000.00 - ₹28,000.00 / Monthly

Job Detail

  • Job ID 208689

Job Description

One of Leading LI firm Kotak Life currently looking to hire Relationship Officer in Borivali Mumbai for Branch Banking – Bancassurance department, refer below details of job role and submit your application to apply jobs in Mumbai.

Kotak Mahindra Life Insurance Company Limited is a private life insurance company in India. The company was founded in 2001. It caters to 15 million customers and has 228 branches in Mumbai an other 167 cities across the India and towns in India with 99,275 + agents.


Post: Relationship Officer – Bank Sales

Channel: Branch Banking – Bancassurance

Sector : Life Insurance

Reporting to: TM / ASO

Work Location:  Borivali Mumbai, Maharashtra

Education Qualification: Min graduate required


Job Role to apply Kotak life insurance careers in Mumbai

  • Accept and schedule meeting with leads generated from assigned bank branch (Partner bank branch in Borivali Mumbai Maharashtra) lead generators as well as warm leads provided by the bank or bank employees from the database as well as generate own leads. Make appointments, explore the customer s financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company s product range gain customer agreement to purchase, accurately complete sales documentation.
  • Incumbent will be mainly responsible for sourcing and identifying new relationship for the bank.
  • Understanding of working capital products
  • Ensure high degree of customer service/satisfaction/trust.
  • Manage field investigations, development and formulation of appraisal notes and scrutinizing the legal dimensions of the proposals all across the Maharashtra region.
  • Identifying and developing channel partners from Borivali Mumbai for achieving business volumes consistently and profitably.


Required Qualification to Apply Kotak Jobs in Mumbai

  • Experience– Total 2+ year is Sales Domain with Min 1 yrs in Insurance sales (Agency/Banca/Direct) , BFSI Sales, Channel Sales.
  • Education: Any Graduation
  • Communication:  Good Communication skills
  • Presentation: Good Presentation Skills.
  • Age– 22 to 35
  • Location Knowledge: Candidate must be local or native from Borivali Mumbai Maharashtra and must have local area knowledge.
  • Skills & Experience : Customer relationship management skills and Sales and service orientation


Extra Benefits

  • Monthly and quarterly incentive
  • Personal Insurance cover
  • Paid Leaves
  • Other Allowance

How to apply : 

  • Interested candidates from Borivali Mumbai Maharashtra can refer job details as given above,
  • Eligible applicants can submit application to apply this jobs for further details (Interview schedule and further process)
  • Fill the required details to get telephonic call from HR officer,
  • Wait for line/reporting manager interview after HR basic interview


Tags: Kotak life jobs in Mumbai, Insurance Jobs, Branch Banking Jobs in Mumbai, Jobs near Borivali Mumbai, Kotak life careers, BFSI jobs in Mumbai Maharashtra, How to join life insurance company in Mumbai, Sales Jobs in Mumbai,


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