Relationship Officer - 811 Digital Sales - Digital Banking Kotak 811-Regional sales
Kotak Mahindra Bank (company site, opens in a new tab)0–1 yrsBengaluruOn-siteDirect career pageEst. 2.5–4 LPA
Posted on 24 Sept
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Job description
Structured overview of role & requirements
About This Role
- Acquire Saving/Current accounts from open market using field activities such as Canopy and Umbrella, Cold Calling, and References.
- Meet assigned targets for Saving/Current accounts and cross-sell financial products like Life Insurance, General Insurance, SIP, Personal Loan, and Fixed Deposits within mapped geographical areas (pin codes).
- Build and maintain relationships with existing customers to facilitate cross-selling opportunities.
Minimum Requirements
- Education: Graduation or Post Graduation mandatory.
- Ownership of a bike with valid license mandatory for field work.
- Experience: 0 to 1 year of sales experience or freshers eligible.
- Age: Maximum 25 years.
Ideal Candidate Profile
- Capable of working 100% in open market, field-based, target-driven sales environment.
- Experienced or comfortable in cold calling and direct customer acquisition.
- Aptitude for cross-selling multiple financial products within mapped geographical areas.