Job Description
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 Bundi an other 167 cities across the India and towns in India with ++,275 + agents.
Post Relationship Officer – Bank Sales
Channel: Branch Banking – Bancassurance
Sector : Life Insurance
Reporting to: TM / ASO
Work Location: Bundi, Rajasthan
Education Qualification: Min graduate required
Job Role to apply Kotak life insurance careers in Bundi
• Accept and schedule meeting with leads generated from assigned bank branch (Partner bank branch in Bundi Rajasthan) 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 Rajasthan region.
• Identifying and developing channel partners from Bundi for achieving business volumes consistently and profitably.
Required Qualification to Apply Kotak Jobs in Bundi
• 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 Bundi Rajasthan 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 Bundi Rajasthan 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 Bundi, Insurance Jobs, Branch Banking Jobs in Bundi, Jobs near Bundi, Kotak life careers, BFSI jobs in Bundi Rajasthan, How to join life insurance company in Bundi, Sales Jobs in Bundi,
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💡 Quick Summary
Seeking a career-building opportunity? The Required Relationship Officer | Branch Banking nearby Bundi position is now open for candidates interested in the Bank Jobs sector. This role in Bundi offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
