Relationship Officer-811_Digital Banking Kotak 811-Sales_Kochi
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Job Description
Structured overview of role & requirementsAbout This Role
100% field-based customer acquisition for Savings and Current Accounts using Canopy, Umbrella activities, cold calling, referrals, and open market sourcing.
Drive sales and cross-sell financial products including Life Insurance, General Insurance, SIP, Personal Loans, and Fixed Deposits.
Work within assigned geographic areas defined by pin codes to achieve acquisition and cross-sell targets while maintaining compliance and customer service standards.
Minimum Requirements
Work Experience Required: Not explicitly mentioned in the JD.
Must engage in extensive field-based customer acquisition and sales activities.
Ability to work within assigned geographical areas (mapped by pin code).
Not explicitly mentioned: educational qualifications, notice period, or technical skills.
Ideal Candidate Profile
Experienced in high-energy, field sales roles focused on customer acquisition in financial services.
Comfortable executing open market sourcing and cold calling at scale to achieve targets.
Capable of building and maintaining customer relationships for product penetration and cross-selling.