Kotak Life Insurance - Relationship Officer - Sales - Direct Marketing Channel (1-4 yrs)
POSITION : Relationship Officer
DESIGNATION : Assistant Manager
POSITION GRADE : L1
DEPARTMENT : Sales - Direct Marketing Channels (Unit)
OBJECTIVE OF THE ROLE :
- Carry out the role of frontline Sales Officer
- Service customers and develop relationship with them to identify any additional needs of these customers and/or generate new references of customers to actively engage with them for distributing Kotak life products.
- Attend corporate activities
Be a part of corporate work sites organized by the company and generate new business opportunities at such work sites.
- Up-sell and cross-sell
- Up-sell and Cross sell Kotak life products to generate business and achieve targets
- Completion of goal sheet
Meet the predefined goals as per the goal sheet within the stipulated time which would lead to higher earnings and higher growth opportunities
REQUIRED QUALIFICATION AND SKILLS :
- Educational Qualifications: Any Graduate
- Good communication and presentation skills
- Ability to develop client relationship in order to understand their needs and service them
- Ability to work effectively in teams and meet deadlines to deliver the desired results.
- Enthusiasm and drive to excel in a client facing role
- 22 to 35 years