KOTAK LIFE INSURANCE

Client Consultation: Assessing clients’ needs, financial situations, and long-term goals to recommend suitable insurance policies. Policy Sales and Management: Facilitating policy applications, renewals, and updates, and ensuring all paperwork complies with regulations. Claims Assistance: Guiding clients through the claims process and distributing policy proceeds after approval. Risk Management: Recommending strategies to minimize clients’ financial risks. Marketing and Prospecting: Identifying new clients through networking, referrals, cold calling, and other outreach methods. Record Keeping and Reporting: Maintaining accurate client records, preparing reports, and tracking claims to ensure satisfaction. Customer Service: Responding to inquiries, resolving complaints, and providing ongoing support throughout the policy lifecycle.