Relationship Officer-811_Digital Banking Kotak 811-Sales_Mumbai
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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 like canopy and umbrella events, cold calling, referrals, and open market sourcing.
Drive cross-selling of financial products including Life Insurance, General Insurance, SIP, Personal Loans, and Fixed Deposits.
Operate within assigned geographic areas to meet acquisition and cross-sell targets while maintaining strong relationships with existing customers.
Minimum Requirements
Experience in field-based customer acquisition and sales: Not explicitly mentioned in the JD.
Mandatory skills include customer acquisition via cold calling, referrals, and field events.
Work Experience Required: Not explicitly mentioned in the JD.
Location requirement: Must work in Mumbai (implied from job title).
Ideal Candidate Profile
Experienced in direct sales with focus on financial product acquisition and cross-selling in a mapped geographical area.
Comfortable with high-energy, field-based customer acquisition and relationship management.
Able to achieve measurable acquisition and cross-sell targets while ensuring compliance and customer service standards.