Relationship Officer-811_Digital Banking Kotak 811-Sales_Ranchi
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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 cold calling, referrals, and open market sourcing.
Achieve sales targets by cross-selling financial products: Life Insurance, General Insurance, SIP, Personal Loans, and Fixed Deposits.
Operate within assigned geographic areas to build and maintain strong customer relationships and enhance product penetration while ensuring compliance with internal processes.
Minimum Requirements
Work Experience Required: Not explicitly mentioned in the JD
Must be capable of conducting field-based sales activities and customer acquisition.
Familiarity with cross-selling financial products (Life Insurance, General Insurance, SIP, Personal Loans, Fixed Deposits) is necessary.
Ability to work within assigned geographic (pin code) areas.
Ideal Candidate Profile
Experienced in field sales and customer acquisition within banking or financial services domain.
Demonstrates ability to build and sustain customer relationships to increase engagement and product sales.
Operates effectively in a target-driven, territory mapped environment with accountability for compliance.