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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, 0-1 year of sales experience or be a fresher, and be up to 25 years old.
  • You will focus on open market acquisition of accounts, cross-selling financial products, building relationships with existing customers, and achieving targets in your designated 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

Is this a field-based job?

Yes, this is a 100% open market and field job that is target-driven.

What is the primary responsibility of a Relationship Officer in this role?

The primary responsibility is the acquisition of Saving/Current accounts from the open market through various activities such as Canopy Activity, Umbrella Activity, Cold Calling, and References.

Are there any requirements related to education for this position?

Yes, a Graduation or Post Graduation is required for this position.

Is a valid driving license necessary for this role?

Yes, possession of a bike and a valid driving license is mandatory.

What is the experience level required for this position?

Candidates with 0 to 1 year of sales experience or freshers are welcome to apply.

What is the age limit for applicants?

The age limit for applicants is up to 25 years.

Will there be opportunities for cross-selling financial products?

Yes, the role involves working on cross-selling financial products such as Life Insurance, General Insurance, SIP, Personal Loans, and Fixed Deposits from the existing customer portfolio.

Is relationship building with existing customers part of the job?

Yes, relationship building with existing customers is an essential part of the job responsibilities.

Is there a specific geographical area assigned to each officer?

Yes, each officer will work in a mapped geographical area (Pin Code) to achieve Saving/Current account and cross-buy targets.

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.