Relationship Officer-811_Digital Banking Kotak 811-Sales_Bangalore
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Job Description
Structured overview of role & requirementsAbout This Role
Acquire new customers for Savings and Current Accounts through 100% field-based activities like 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 within assigned geographical areas.
Build and maintain strong customer relationships to meet acquisition and cross-sell targets while ensuring compliance with internal processes and customer service standards.
Minimum Requirements
Experience in customer acquisition and sales in financial products preferred but not explicitly mentioned.
Must operate within assigned geographical areas (mapped by pin code).
Ability to conduct field-based sales activities such as cold calling and open market sourcing.
Work Experience Required: Not explicitly mentioned in the JD.
Ideal Candidate Profile
Experienced in direct field sales and customer acquisition in banking or digital financial services.
Strong ability to manage and expand relationships with customers for cross-selling multiple financial products.
Comfortable working in target-driven environments with high customer interaction and compliance requirements.