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Kotak Life Insurance

Retirement Solution Group - Pension Manager - L3 - Indore 2 (Benchmark)

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<p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: justify; line-height: 1.5; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;"><span style="font-weight: bolder;">Role&nbsp;</span>– Pension Manager – Retirement Solution Group (L3)</p><p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: justify; line-height: 1.5; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;"><br></p><p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: justify; line-height: 1.5; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;"><span style="font-weight: bolder;">Education and Experience&nbsp;</span>- Graduation mandatory : 2-5 yrs in Life Insurance sector will be preferred</p><p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: justify; line-height: 1.5; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;"><br></p><p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: justify; line-height: 1.5; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;"><span style="font-weight: bolder;">Role Description -</span></p><p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: justify; line-height: 1.5; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">·Sourcing business through large corporate &amp; PSUs for retirement&nbsp;<span style="font-family: Roboto;">benefits &amp; viz. Annuities &amp; NPS, by managing the end-to-end sales</span></p><p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: justify; line-height: 1.5; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">&nbsp; cycle.&nbsp; &nbsp;&nbsp;</p><p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: justify; line-height: 1.5; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">·Driving customer engagement through portal for<span style="font-family: Roboto;">&nbsp;retirement planning.</span></p><p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: justify; line-height: 1.5; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">·Acquiring business through existing book of mapped accounts by<span style="font-family: Roboto;">&nbsp;</span><span style="font-family: Roboto;">increasing engagement, enabling awareness sessions, consultations</span><span style="font-family: Roboto;">&nbsp; &nbsp;competitive comparisons, etc.</span></p><p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: justify; line-height: 1.5; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">·&nbsp; Retirement and Pension</p><p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: justify; line-height: 1.5; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">·Reduced average case issuance time from 35 days to 15 days.</p><p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: justify; line-height: 1.5; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">·Developing and maintaining relationships with state and central govt.&nbsp;<span style="font-family: Roboto;">nodal officers for sourcing of NPS annuities.</span></p><p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: justify; line-height: 1.5; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">·Connecting with govt. department heads for PFM awareness session&nbsp;<span style="font-family: Roboto;">approvals.</span></p><p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: justify; line-height: 1.5; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">·Conducting PFM sessions to increase NPS awareness and drive AUM&nbsp;<span style="font-family: Roboto;">&nbsp;</span><span style="font-family: Roboto;">growth within assigned territory and target</span><span style="font-family: Roboto;">&nbsp; &nbsp; &nbsp; &nbsp;</span></p><p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: justify; line-height: 1.5; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">·Responsible for business development and operations of NPS annuities for Allotted area&nbsp;</p><p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: justify; line-height: 1.5; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;"><br></p><p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: justify; line-height: 1.5; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;"><span style="font-weight: bolder;">Role includes 3 primary responsibilities-</span></p><p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: justify; line-height: 1.5; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;"><br></p><p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: justify; line-height: 1.5; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">1.Business Development:</p><p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: justify; line-height: 1.5; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">·Responsible directly as well as indirectly for entire NPS annuity target&nbsp;<span style="font-family: Roboto;">&nbsp;</span><span style="font-family: Roboto;">of west zone</span></p><p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: justify; line-height: 1.5; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">·Developing and nurturing relationships with corporate and&nbsp;<span style="font-family: Roboto;">government nodal officers for business development</span><span style="font-family: Roboto;">&nbsp; &nbsp;&nbsp;</span></p><p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: justify; line-height: 1.5; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">·Conducting seminars and webinars for end customers to create&nbsp;<span style="font-family: Roboto;">&nbsp;</span><span style="font-family: Roboto;">awareness and drive business</span></p><p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: justify; line-height: 1.5; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;"><span style="font-family: Roboto;"><br></span></p><p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: justify; line-height: 1.5; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">2.Operations:</p><p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: justify; line-height: 1.5; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">·Supervising end to end operations from document pickup and&nbsp;<span style="font-family: Roboto;">&nbsp;</span><span style="font-family: Roboto;">application login to case issuance</span></p><p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: justify; line-height: 1.5; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">·Liaising with central underwriting team daily for solving discrepancies&nbsp;<span style="font-family: Roboto;">case by case.</span></p><p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: justify; line-height: 1.5; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;"><span style="font-family: Roboto;">&nbsp; &nbsp; &nbsp;</span><br></p><p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: justify; line-height: 1.5; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">3.Training:</p><p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: justify; line-height: 1.5; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">·Training frontline sales people and empowering them with power&nbsp;<span style="font-family: Roboto;">&nbsp;</span><span style="font-family: Roboto;">pitches, market info, one pager brochures etc.</span></p><p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: justify; line-height: 1.5; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;"><span style="font-family: Roboto;"><br></span></p>

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