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Relationship Officer - 811 Digital Sales - Digital Banking Kotak 811-Regional sales

  • Job
    Full-time
    Entry & Junior Level
  • Customer Relations
    Sales & Business Development
  • Mumbai
    Remote

AI generated summary

  • You must have a graduation/post-graduation, a bike with a valid license, and be 25 years or younger. Sales experience is preferred but not mandatory; freshers can apply.
  • You will engage in open market acquisition of savings/current accounts, cross-sell financial products, build relationships with existing customers, and meet targets in your assigned geographical area.

Requirements

  • Education Qualification : Graduation/Post Graduation
  • Bike Mandatory with Valid License
  • 0 to 1 Years of Sales experience /Fresher
  • Age : Upto 25 Years

Responsibilities

  • 100% open market and field job -Target driven.
  • Acquisition of Saving/Current account from open market via Canopy Activity, Umbrella Activity, Cold Calling, References etc.
  • Work for Cross buy of financial product from mapped Book- LI/GI/SIP/PL/FD from existing customer Portfolio
  • Work on the Geographical area mapped (Pin Code) and achieve Saving/Current account and cross buy Target
  • Relationship building with Existing customer

FAQs

What is the primary focus of the Relationship Officer position for Kotak 811?

The primary focus is on acquiring Savings and Current accounts through open market activities and building relationships with existing customers.

Is this role office-based or field-based?

This role is 100% field-based and involves open market activities.

What kind of experience is required for this position?

The position requires 0 to 1 year of sales experience, but freshers are also welcome to apply.

What is the educational qualification required for this job?

A graduation or post-graduation degree is required for this job.

Is a valid driver's license necessary for this position?

Yes, having a bike and a valid driver's license is mandatory for this role.

What is the maximum age limit for applicants?

The maximum age limit for applicants is up to 25 years.

What activities will the Relationship Officer engage in to achieve sales targets?

The Relationship Officer will engage in Canopy Activity, Umbrella Activity, Cold Calling, and using References to achieve sales targets.

Are there opportunities for cross-selling financial products in this role?

Yes, there are opportunities for cross-selling financial products such as Life Insurance, General Insurance, SIPs, Personal Loans, and Fixed Deposits from the mapped customer portfolio.

Will I be working with a specific geographical area?

Yes, you will work within a mapped geographical area (Pin Code) to achieve your sales and cross-buy targets.

Can someone with no prior sales experience apply for this role?

Yes, individuals with no prior sales experience, including freshers, are encouraged to apply for the position.

Finance
Industry
10,001+
Employees

Mission & Purpose

Kotak Mahindra Bank is a leading Indian financial services conglomerate that offers a wide range of banking and financial products, including personal, corporate, and investment banking services. They provide solutions such as loans, savings accounts, insurance, asset management, and wealth management. Kotak Mahindra Bank’s ultimate mission is to drive growth by delivering innovative and customer-centric financial services while maintaining the highest standards of integrity and professionalism. Their purpose is to empower individuals, businesses, and institutions by offering tailored financial solutions that enhance their financial well-being and support economic progress.