Relationship Officer-811_Digital Banking Kotak 811-Sales_Jaipur

Acquire new customers for Savings and Current Accounts through field activities including canopy, umbrella, cold calling, referrals, and open market sourcing.

Achieve sales targets for financial products such as Life Insurance, General Insurance, SIPs, Personal Loans, and Fixed Deposits within assigned geographical areas.

Build and maintain strong relationships with existing customers to improve engagement and cross-selling while ensuring compliance and service standards.

Work Experience Required: Not explicitly mentioned in the JD

Must be able to conduct 100% field-based customer acquisition within assigned pin code areas.

Experience or ability to drive sales of financial products including insurance, SIPs, loans, and deposits.

Not explicitly mentioned: educational qualifications, notice period, or strict location constraints beyond assigned area.

Experienced in direct field sales and customer acquisition for banking or financial products.

Proven ability to achieve sales targets through multiple sourcing channels and manage customer relationships.

Comfortable working independently in assigned territories with strong operational focus on cross-selling and compliance.