Relationship Officer-811_Digital Banking Kotak 811-Sales_Thane
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Job Description
Structured overview of role & requirementsAbout This Role
Acquire new customers for Digital Savings and Current Accounts through 100% field-based activities like cold calling and market sourcing.
Drive cross-selling of financial products including Life and General Insurance, SIP, Personal Loans, and Fixed Deposits within assigned geographic areas.
Build and maintain relationships with customers to achieve sales and cross-sell targets while ensuring compliance with internal processes.
Minimum Requirements
Experience Required: Not explicitly mentioned in the JD
Mandatory to conduct 100% field-based customer acquisition activities.
Must be familiar with sales of financial products such as Savings/Current accounts, Insurance, SIPs, Loans, and Fixed Deposits.
Work location constraint: Must work within assigned pin code mapped geographical area.
Ideal Candidate Profile
Experienced in direct field sales targeting financial product acquisition and cross-selling.
Comfortable working independently in a highly field-driven and target-oriented sales environment.
Able to manage customer relationships to improve product penetration and engagement.
