Relationship Officer-811_Digital Banking Kotak 811-Sales_Dewas
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Job Description
Structured overview of role & requirementsAbout This Role
100% field-based customer acquisition for Savings and Current Accounts using cold calling, referrals, and open market sourcing.
Drive cross-selling of financial products including Life Insurance, General Insurance, SIPs, Personal Loans, and Fixed Deposits.
Operate within assigned geographical areas to meet customer acquisition and sales targets while maintaining strong customer relationships.
Minimum Requirements
Work Experience Required: Not explicitly mentioned in the JD.
Must be able to work 100% in field-based sales activities.
Experience or ability to conduct cold calling and open market sourcing.
Not explicitly mentioned: educational qualifications or notice period.
Ideal Candidate Profile
Experienced in direct field sales and customer acquisition with measurable sales target achievements.
Ability to build and maintain strong customer relationships in assigned geographical areas.
Familiarity with banking financial products and cross-selling in a field sales environment.