Relationship Officer-811_Digital Banking Kotak 811-Sales_Mumbai
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Job Description
Structured overview of role & requirementsAbout This Role
Drive 100% field-based customer acquisition for Savings and Current Accounts using cold calling, referrals, and open market sourcing.
Achieve sales targets for Kotak 811 Digital Banking products including cross-selling of Life Insurance, General Insurance, SIPs, Personal Loans, and Fixed Deposits.
Operate within assigned geographic areas based on pin codes, ensuring strong customer relationships and compliance with bank processes.
Minimum Requirements
Experience Required: Not explicitly mentioned in the JD.
Must have skills in field customer acquisition and sales of banking/financial products.
Should be able to conduct cold calling, referrals, and open market sourcing effectively.
Location: Must be able to work in Mumbai and operate within assigned geographic pin codes.
Ideal Candidate Profile
Experienced in high-energy, field-based sales roles within digital banking or financial services.
Proven ability to meet or exceed sales and cross-selling targets in assigned territories.
Strong relationship-building skills focused on customer acquisition and product penetration.