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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, 0-1 year of sales experience or be a fresher, and be up to 25 years old.
  • You will focus on acquiring savings/current accounts through market activities, cross-sell financial products, manage client relationships, and achieve 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 role of a Relationship Officer in this position?

The primary role is to acquire Saving/Current accounts from the open market and cross-sell financial products to existing customers while building relationships in the mapped geographical area.

Is this position mainly office-based?

No, this is a 100% open market and field job that is target-driven.

What kind of sales experience is required for this role?

The position is open to candidates with 0 to 1 year of sales experience or freshers.

What educational qualifications are necessary for this job?

A graduation or post-graduation degree is required to apply for this position.

Is having a bike a requirement for this job?

Yes, having a bike with a valid license is mandatory for this role.

What is the age limit for applicants?

The age limit for applicants is up to 25 years.

What target products will I be expected to sell?

You will be expected to sell Saving/Current accounts and cross-sell financial products like Life Insurance, General Insurance, SIP, Personal Loans, and Fixed Deposits from the existing customer portfolio.

How will my performance be measured in this role?

Your performance will be measured based on achieving sales targets for Saving/Current accounts and cross-selling financial products in your mapped geographical area.

Will I be provided with training for this position?

The job description does not specify training, but typically companies provide onboarding and training for new sales employees.

What is the nature of the work environment in this role?

The work environment is dynamic and involves fieldwork, including activities like cold calling, references, and market engagement.

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.