Relationship Officer-811_Digital Banking Kotak 811-Sales_Madurai
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Job Description
Structured overview of role & requirementsAbout This Role
Acquire new customers for Kotak 811 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, Systematic Investment Plans, Personal Loans, and Fixed Deposits within assigned geographical pin codes.
Build and maintain strong customer relationships to improve engagement and product penetration while ensuring compliance with internal processes and service standards.
Minimum Requirements
Experience Required: Not explicitly mentioned in the JD
Must perform fully field-based customer acquisition activities.
Familiarity with sales of financial products (Insurance, SIP, Loans, FDs) implied but not explicitly stated as mandatory.
Work within assigned geographical area by pin code; location is relevant (Madurai).
Ideal Candidate Profile
Proven ability to meet or exceed sales targets in a field-based financial products sales role.
Experience operating independently in open market customer acquisition, including cold calling and referrals.
Comfortable handling multiple product lines and cross-selling to expand customer wallet share.