Relationship Officer-811_Digital Banking Kotak 811-Sales_Gorakhpur
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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 including canopy and umbrella initiatives, cold calling, and open market sourcing.
Achieve sales and cross-selling targets for financial products like Life Insurance, General Insurance, SIP, Personal Loans, and Fixed Deposits within assigned geographic areas.
Build and maintain strong customer relationships to enhance engagement and product penetration while ensuring compliance with internal processes.
Minimum Requirements
Work Experience Required: Not explicitly mentioned in the JD.
Mandatory field-based sales experience targeting financial products is implied but not explicitly stated.
Must operate within assigned geographical areas by pin code as per role requirement.
No explicit educational qualification or notice period mentioned.
Ideal Candidate Profile
Experienced in direct customer acquisition and field sales, ideally in banking or digital financial products.
Familiarity with cross-selling multiple financial products and achieving sales targets in mapped territories.
Comfortable working independently in a fully field-based sales environment to build strong customer relationships.