Relationship Officer-811_Digital Banking Kotak 811-Sales_Kolhapur
Core
Acquiring new customers through open market activities and driving sales of financial products.
Role type
Field-based sales officer
Builds
Digital banking customer base and financial product portfolio
Domain
Banking and Financial Services
Deliverable
product features
Required skills
Cold calling, open market sourcing, cross-selling, relationship building, target achievement
Preferred skills
Canopy and Umbrella activities, customer engagement
Responsibilities
Conduct field-based customer acquisition for Savings and Current Accounts, Drive cross-selling of Life Insurance, General Insurance, SIP, Personal Loans, and Fixed Deposits, Build and maintain strong relationships with existing customers, Ensure compliance with internal processes and customer service standards