Zurich Kotak General Insurance
Website:
zurichkotak.com
Job details:
Company Description Zurich Kotak General Insurance Company (India) Limited is a 70:30 joint venture between Zurich Insurance Group and Kotak Mahindra Bank, formed in August 2024 after Zurich’s majority acquisition of Kotak Mahindra General Insurance Company Limited. The company is among the youngest and fastest-growing non-life insurance providers in India, offering products such as motor, health, and home insurance across diverse customer segments and geographies. Building on Kotak General Insurance’s foundation since 2015, Zurich Kotak General Insurance focuses on delivering a differentiated value proposition through customized products and services. It leverages advanced technology and digital infrastructure to provide efficient, customer-centric insurance solutions and to support a brighter future for its customers and partners.
Role Description The Branch Relationship Manager – Bancassurance will be responsible for managing and growing insurance business sourced through bank branches in Mumbai. This full-time, on-site role includes building strong relationships with bank staff, supporting them in selling Zurich Kotak General Insurance products, and ensuring achievement of branch and individual sales targets. The role involves regular branch visits, conducting product trainings, driving customer engagement activities, and resolving customer and partner queries in a timely manner. The Branch Relationship Manager will monitor performance metrics, prepare periodic business reports, and coordinate with internal teams for smooth policy issuance, servicing, and claims support. This position also requires maintaining compliance with regulatory and company guidelines while promoting a customer-first approach in all interactions.
Qualifications
- Ability to build and maintain strong professional relationships with bank stakeholders, customers, and internal teams.
- Strong sales and business development skills, with experience in achieving targets in bancassurance, insurance, or financial services.
- Good communication, presentation, and negotiation skills to conduct trainings and support branch-level sales activities.
- Comfort with using digital tools, CRM systems, and reporting dashboards for tracking performance and managing customer information.
- Understanding of general insurance products (motor, health, home) and basic regulatory and compliance requirements in the insurance sector.
- Ability to work independently at branch locations, manage multiple priorities, and respond promptly to customer and partner needs.
- Bachelor’s degree in business, finance, commerce, or a related field; relevant certifications in insurance or financial services are an advantage.
- Prior experience in bancassurance, bank branch operations, or non-life insurance sales in the Mumbai market is preferred.
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