Job Details

KOTAK MAHINDRA Recruits Finance Jobs Relationship Manager in Noida

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Job Posted Date: 2013-04-10

Job Title: Relationship Manager

Employement Type: Full Time

Job Category: Finance

Experience: Freshers

Location: Noida, Delhi/NCR

Qualification: Any Graduate

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Description:

 

Kotak Mahindra Old Mutual Life Insurance Ltd.

Kotak Mahindra Old Mutual Life Insurance Limited is a joint venture between Kotak Mahindra Bank Ltd., and Old Mutual plc. It is a company offering Life Insurance products, is one of Indias premier & growing insurance company employing over 1000 people, across various offices in India.

 

We aim to achieve a balance between what our people want as individuals and what the organization expects of them.

 

 Prospect Build up

 

1) Scout at the market place for a potential customer through a combination of referrals, relationship with existing clients, corporate activities, & Telecalling

 

2) Ensure the leads provided by the company are met up through rigorous follow up

 

3) Ensure at least 3 face to face meetings happen with prospective customers

 

4) Keep working to build a sufficiently large prospect funnel at all times

 

Sales Management

 

1) Identify customer needs & profiles & financial goals

 

2) Render an appropriate advice that meets the customers financial goals

 

3) Explain the product features / benefits

 

4) Ensure proper follow through for closure by right documentation & sales process implementation

 

5) Follow up for service regularly from time to time & keep customer informed about all important updates

 

6) Collect renewals regularly

 

 

Email Id : ashmita.chhatwal@kotak.com

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