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Kotak Life Insurance

Posted 30 Aug 2026

Kotak Agency - ORO - Assistant Manager - L1 - Mumbai 3 (Andheri Chintamani Plaza)

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Team
Sales - Kotak Agency
Posted
30 Aug 2026

About the role

JOB DESCRIPTION

POSITION Title

PA – Specialist

DESIGNATION

Deputy Manager / Manager

POSITION GRADE

L2

DEPARTMENT

APC – ORO

REPORTING POSITION

Ashmita Sharma

WORK LOCATION

HO

OBJECTIVE OF THE ROLE                                          

Premier Agency -  Specialist – Virtual Help Desk

KEY RESPONSIBILITIES

üReceive Queries via Email and Phone Call from various Premier Agency Stake holders (Leader, Managers and Premier Agency Advisors)  

üIdentify the Gaps and get the resolution within 24 Hours and revert back

üAs applicable coordinating with various department and get closures on Queries.

üPA specialist will also manage and handle all queries related to Pay-Outs and Promotion.

üMust be good in making MIS and Analyse the Data

üWork on various Projects given by Premier Agency Head

üKnowledge of making Presentation and Excel Reports.

üTracking the Queries and ensure the Resolution is given within Timelines.

üEnsuring adherence of the TAT given for each Query or Project

üWillingness to work on Alternate Saturday as applicable basis the Project requirement of the Sales Team.

INTERACTIONS

Internal Relations:

External Relations:  

REQUIRED QUALIFICATION AND SKILLS

Qualification:     Graduate , MBA will be an added advantage.

Certifications (If any): MBA, Advance Excel (Optional)

Work experience in years:  Minimum 2 Years preferably in Customer Relation Profiles from BFSI, Real Estate or any other Service Oriented Industry

Key competencies:

·Smart Communicator well versed with English (Written and Spoken fluency is a must) and Hindi (Spoken)

·Well versed with Advance Excel, Analytical  and Power Point skills

·Interpersonal skills and Go-getter – job involves coordinating with various Stake Holders.

·Multi-tasking ability to Interact with all kind Stake Holders

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