Relationship Officer-811_Digital Banking Kotak 811-Sales_Hyderabad
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Job Description
Structured overview of role & requirementsAbout This Role
Conduct 100% field-based customer acquisition for Savings and Current Accounts via various activities including canopy, umbrella, cold calling, referrals, and open market sourcing.
Drive cross-selling of multiple financial products such as Life Insurance, General Insurance, Systematic Investment Plans, Personal Loans, and Fixed Deposits to meet sales targets.
Operate within assigned geographical areas defined by pin codes to meet acquisition and cross-sell targets while maintaining strong customer relationships.
Minimum Requirements
Work Experience Required: Not explicitly mentioned in the JD
Must have ability to conduct field-based customer acquisition activities.
Familiarity with banking financial products including Savings and Current Accounts, Insurance, SIP, Personal Loans, and Fixed Deposits.
Not explicitly mentioned: Mandatory educational qualifications or notice period.
Ideal Candidate Profile
Experienced in direct field sales and customer acquisition in banking or financial services sectors.
Ability to achieve sales targets through multiple customer acquisition channels in geographically mapped areas.
Capable of maintaining strong customer relationships to enhance engagement and product penetration.