Desired Candidate Profile
Graduate or Post Graduate.
Good communication skill and analytical base.
Proficiency in computer.
Candidates without Banking, insurance Background only
Conveyance is MUST.
Job Description
Relationships management with PNB, AB, BOB, UCO, Tata Capital, Magma, DHFL Vysya HFL and GICHF. These relationships are primarily into sales of Education loan and Home loan; they sell the credit life cover of Kotak Life with the loan
Role:
- Mobilizing business of insurance cover with Home Loan and
Education Loan.(No Direct Sales involved)
Education Loan.(No Direct Sales involved)
- Daily telephonic interaction with existing relationships for
business mobilization and ensuring maximum conversions.
business mobilization and ensuring maximum conversions.
- Handle/resolve queries from relationships efficiently on daily
basis.
basis.
- Personal interaction with relationships in the region for
business mobilization and ensure maximum conversions.
business mobilization and ensure maximum conversions.
- Preparing/collating weekly reports on the outcome of interactions
with the relationships for submission to concerned personnel.
with the relationships for submission to concerned personnel.
- Regular tracking/interaction with concerned personnel in the
relationships for fortnightly MIS/details.
relationships for fortnightly MIS/details.
- Regular tracking of pending documents and ensuring complete
conversion.
conversion.
- Interaction/tracking of Medical cases with concerned personnel of
KLI and relationships ensuring timely completion of MT and
subsequent conversion.
KLI and relationships ensuring timely completion of MT and
subsequent conversion.
- Preparing reports/sharing of conversion results with Manager on
weekly basis.
weekly basis.
- Effectively coordinate with all concerned at KLI and
relationships for settling claims in a timely manner as and when
required.
relationships for settling claims in a timely manner as and when
required.
Compensation
CTC between 2.0- 2.50 Lacs plus reimbursement of 3k per month (depending on experience and current CTC)
Company Profile
Leading Fortune 500 listed Life Insurance Company
Contact Details