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Retirement Solution Group - Assistant Pension Manager - L2 - Trichy 1 (Cantonment)


Kotak Life


Location

Tiruchirappalli | India


Job description

Role – Assistant Pension Manager – Retirement Solution Group (L2)

Education and Experience - Graduation mandatory : 3-5 yrs in Life Insurance sector will be preferred

Role Description -

  • Sourcing business through large corporate & PSUs for retirement benefits & viz. Annuities & NPS, by managing the end-to-end sales

cycle.

  • Driving customer engagement through portal for retirement planning.
  • Acquiring business through existing book of mapped accounts by increasing engagement, enabling awareness sessions, consultations competitive comparisons, etc.
  • Retirement and Pension
  • Reduced average case issuance time from 35 days to 15 days.
  • Developing and maintaining relationships with state and central govt. nodal officers for sourcing of NPS annuities.
  • Connecting with govt. department heads for PFM awareness session approvals.
  • Conducting PFM sessions to increase NPS awareness and drive AUM growth within assigned territory and target
  • Responsible for business development and operations of NPS annuities for Allotted area

Role Includes 3 Primary Responsibilities-

  • Business Development:
  • Responsible directly as well as indirectly for entire NPS annuity target of west zone
  • Developing and nurturing relationships with corporate and government nodal officers for business development
  • Conducting seminars and webinars for end customers to create awareness and drive business
  • Operations:
  • Supervising end to end operations from document pickup and application login to case issuance
  • Liaising with central underwriting team daily for solving discrepancies case by case.
  • Training:
  • Training frontline sales people and empowering them with power pitches, market info, one pager brochures etc.


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