Relationship Officer-811_Digital Banking Kotak 811-Sales_Aligarh
Core
Field-based role focused on acquiring new customers and driving sales of financial products for Kotak 811 Digital Banking.
Role type
Sales Relationship Officer
Builds
Savings and Current Accounts, Life Insurance, General Insurance, SIPs, Personal Loans, Fixed Deposits
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
Responsibilities
Conduct field-based customer acquisition for Savings and Current Accounts, Drive cross-selling of financial products, Work within assigned geographical areas to meet targets, Build and maintain relationships with existing customers, Ensure compliance with internal processes