Relationship Officer-811_Digital Banking Kotak 811-Sales_Jaipur
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Job Description
Structured overview of role & requirementsAbout This Role
Acquire new customers for Savings and Current Accounts through field activities including cold calling and open market sourcing.
Drive sales and cross-sell financial products such as Life Insurance, General Insurance, SIP, Personal Loans, and Fixed Deposits within assigned geographical areas.
Build and maintain customer relationships to meet acquisition and cross-sell targets while ensuring compliance with internal processes.
Minimum Requirements
Work Experience Required: Not explicitly mentioned in the JD.
Must be able to perform 100% field-based sales and customer acquisition.
Sales experience in financial products or digital banking preferred but not explicitly stated.
Must operate within assigned geographical territories mapped by pin code.
Ideal Candidate Profile
Experienced in high-energy, target-driven field sales roles related to banking or financial products.
Able to work independently in the field with a focus on customer acquisition and relationship management.
Familiar with digital banking products and cross-selling multiple financial services to retail customers.