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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 need a graduation/post-graduation degree, a bike with a valid license, and up to 1 year of sales experience or be a fresher. Age should be up to 25 years.
  • You will acquire savings/current accounts through market activities, cold calling, and referrals, while cross-selling financial products and building relationships in your designated 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 the Relationship Officer - 811 Digital Sales?

The primary role is to acquire Savings/Current accounts from the open market and promote cross-selling of various financial products to existing customers.

Is this a field-based job?

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

What are the educational requirements for this position?

The educational qualifications required are either Graduation or Post Graduation.

Is sales experience necessary for this role?

No, 0 to 1 year of sales experience is preferred, but freshers are also welcome to apply.

What is the age limit for applicants?

The age limit for applicants is up to 25 years.

Is a bike necessary for this job?

Yes, a bike is mandatory along with a valid driving license.

What types of activities will the Relationship Officer engage in to acquire customers?

Activities include Canopy Activity, Umbrella Activity, Cold Calling, and leveraging References to acquire customers.

Will I be required to work in a specific geographical area?

Yes, you will be required to work within a mapped geographical area (Pin Code) to achieve targets.

What kind of financial products will the Relationship Officer be expected to cross-sell?

The Relationship Officer will work on cross-selling Life Insurance, General Insurance, Systematic Investment Plans (SIP), Personal Loans (PL), and Fixed Deposits (FD) from the existing customer portfolio.

How important is relationship building in this role?

Relationship building with existing customers is a crucial part of the job to achieve targets and enhance customer satisfaction.

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.