Relationship Officer-811_Digital Banking Kotak 811-Sales_Dewas
Core
Field-based sales role focused on acquiring new customers and driving sales of financial products for Kotak 811 Digital Banking.
Role type
Field sales officer
Builds
Customer base and financial product sales
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, geographical area management
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