Relationship Officer-811_Digital Banking Kotak 811-Sales_Mangalore
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Job Description
Structured overview of role & requirementsAbout This Role
Acquire new customers through field-based activities including cold calling, referrals, and open market sourcing for Savings and Current Accounts.
Drive cross-selling of financial products such as Life Insurance, General Insurance, Systematic Investment Plans, Personal Loans, and Fixed Deposits within assigned geographical areas.
Build and maintain strong customer relationships to meet acquisition and sales targets while ensuring compliance with internal processes and service standards.
Minimum Requirements
Experience in field-based sales and customer acquisition: Not explicitly mentioned in the JD.
Work Experience Required: Not explicitly mentioned in the JD.
Must work within assigned geographical areas mapped by pin code.
Mandatory knowledge or ability to sell financial products like Savings/Current Accounts, Insurance, SIP, Loans, and Fixed Deposits.
Ideal Candidate Profile
Operates effectively in a high-energy, field-based sales environment focused on direct customer engagement.
Skilled at building and maintaining customer relationships to increase product penetration and meet targets.
Experienced in handling diverse financial products and managing multiple sales activities concurrently.