Relationship Officer-811_Digital Banking Kotak 811-Sales_Ajmer
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Job Description
Structured overview of role & requirementsAbout This Role
Own 100% field-based customer acquisition for Savings and Current Accounts via activities like Canopy, Umbrella, cold calling, referrals, and open market sourcing.
Achieve acquisition and cross-sell targets within assigned geographical areas mapped by pin codes.
Drive cross-selling of financial products including Life Insurance, General Insurance, SIPs, Personal Loans, and Fixed Deposits, and maintain strong customer relationships for enhanced engagement.
Minimum Requirements
Work Experience Required: Not explicitly mentioned in the JD.
Must be able to conduct 100% field-based sales and customer acquisition.
Relevant experience or understanding of digital banking sales and financial product cross-selling preferred but not explicitly stated.
Compliance with internal processes and customer service standards mandatory.
Ideal Candidate Profile
Experienced in direct field sales and customer acquisition with focus on building relationships and meeting targets.
Capable of managing multiple financial product sales simultaneously within defined geographical areas.
Comfortable working in high-energy, target-driven, field-based sales environments focused on digital banking products.