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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

AI generated summary

  • You need a graduation/post-graduation, a valid bike license, and can be a fresher or have up to 1 year of sales experience. Age must be up to 25 years.
  • You will engage in market activities to acquire savings/current accounts, conduct cold calls, build relationships, and drive cross-sales of financial products within a mapped 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 job?

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

What are the primary responsibilities of the Relationship Officer?

The primary responsibilities include acquiring Saving/Current accounts from the open market, cross-selling financial products from the existing customer portfolio, and building relationships with existing customers.

What is the educational qualification required for this position?

The required educational qualification is Graduation or Post Graduation.

Is prior sales experience necessary for this role?

No prior sales experience is necessary; both freshers and candidates with 0 to 1 year of sales experience can apply.

What is the age limit for applicants?

The age limit for applicants is up to 25 years.

Is having a bike mandatory for this position?

Yes, having a bike and a valid license is mandatory for this position.

What kind of financial products will I be cross-selling?

You will be involved in cross-selling products such as Life Insurance, General Insurance, Systematic Investment Plans, Personal Loans, and Fixed Deposits.

What geographical areas will I be working in?

You will be working in a specific geographical area mapped by pin codes to achieve your targets for Saving/Current accounts and cross-selling.

What types of activities will I be engaging in to acquire new accounts?

You will engage in activities such as Canopy Activity, Umbrella Activity, Cold Calling, and seeking References to acquire new accounts.

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.