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

  • Job
    Full-time
    Entry & Junior Level
  • Sales & Business Development
    Banking & Finance
  • Mumbai
    Remote

AI generated summary

  • You need a graduation/post-graduation, a bike with a valid license, up to 1 year of sales experience or be a fresher, and be aged up to 25 years.
  • You will acquire savings/current accounts through market activities, cross-sell financial products, achieve targets in your mapped area, and build relationships with existing customers.

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 job title for this position?

The job title is Relationship Officer - 811 Digital Sales - Digital Banking at Kotak 811.

What kind of job environment can I expect?

This is a 100% open market and field job that is target driven.

What are the main responsibilities of a Relationship Officer?

The main responsibilities include acquiring Savings/Current accounts through various activities such as Canopy Activity, Umbrella Activity, Cold Calling, and References, as well as cross-selling financial products from existing customer portfolios.

What qualifications are required for this position?

Candidates are required to have a graduation or post-graduation degree.

Is driving a bike mandatory for this job?

Yes, having a bike with a valid license is mandatory.

How much sales experience is required for this role?

Candidates should have 0 to 1 year of sales experience, or they can also be freshers.

What is the age requirement for applicants?

The age requirement is up to 25 years.

Will I have to work in a specific geographical area?

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

Is relationship building a part of this job?

Yes, building relationships with existing customers is an important aspect of the job.

What financial products will I be required to cross-sell?

You will be required to cross-sell financial products such as Life Insurance (LI), General Insurance (GI), Systematic Investment Plans (SIP), Personal Loans (PL), and Fixed Deposits (FD) from the existing customer portfolio.

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.