Relationship Officer-811_Digital Banking Kotak 811-Sales_Nagpur
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Job Description
Structured overview of role & requirementsAbout This Role
Conduct 100% field-based customer acquisition for Savings and Current Accounts using canopy, umbrella, cold calling, referrals, and open market sourcing.
Drive cross-selling of financial products including Life Insurance, General Insurance, SIP, Personal Loans, and Fixed Deposits.
Work within assigned geographical areas to meet acquisition and cross-sell targets while maintaining compliance and customer service standards.
Minimum Requirements
Work Experience Required: Not explicitly mentioned in the JD
Must be able to conduct field-based sales activities across assigned pin code mapped areas.
Mandate to achieve sales targets for customer acquisition and cross-selling of specified financial products.
Compliance with internal processes and customer service standards is mandatory.
Ideal Candidate Profile
Experienced in direct customer acquisition in financial services or banking with field-based sales exposure.
Skilled at multi-product sales, especially in digital banking products and related financial services.
Ability to operate independently in a defined geographical territory with strong relationship-building focus.