Relationship Officer-811_Digital Banking Kotak 811-Sales_Dhanbad
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Job Description
Structured overview of role & requirementsAbout This Role
Responsible for 100% field-based customer acquisition of Savings and Current Accounts through open market activities including Canopy and Umbrella activities, cold calling, referrals, and open market sourcing.
Drive cross-selling of financial products such as Life Insurance, General Insurance, SIPs, Personal Loans, and Fixed Deposits.
Operate within assigned geographical areas mapped by pin code 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 experience or ability to conduct field-based customer acquisition and sales activities.
Should be capable of meeting acquisition and cross-sell targets within assigned pin codes.
Knowledge or exposure to financial products including savings/current accounts, insurance, SIPs, personal loans, and fixed deposits is implied but not explicitly stated.
Ideal Candidate Profile
Operates well in a high-energy, field-based sales environment focused on customer acquisition and relationship building.
Experienced in multi-product financial sales including insurance and investment products to drive cross-selling.
Capable of working independently within a defined geographic territory to meet aggressive sales targets.