Relationship Officer

Kotak Mahindra Bank; Mumbai, Kalyan-Dombivli; On-site; INR 3,00,000 - 5,00,000; Full time

Job summary

A leading banking institution in Mumbai seeks a dynamic individual for a target-driven role focused on acquiring Savings and Current accounts from the open market. The position requires a graduate, preferably with 0 to 1 year of sales experience. Candidates must have a bike with a valid license and be under 25 years of age. Join us to build relationships and support financial growth in your mapped area.

Qualifications

• 0 to 1 year of sales experience or fresher.
• Bike mandatory with a valid license.
• Age up to 25 years.

Responsibilities

• Target driven open market and field job.
• Acquire Savings/Current accounts from the open market.
• Cross-buy financial products from existing customer portfolio.
• Work in a mapped geographical area to achieve targets.
• Build relationships with existing customers.

Skills

Sales skills

Relationship building

Education

Graduation/Post Graduation

Job description

Overview

811 CA /SA RO

Responsibilities

• 100% open market and field job - Target driven.
• Acquisition of Savings/Current accounts from open market via Canopy Activity, Umbrella Activity, Cold Calling, References, etc.
• Cross-buy of financial products from the mapped Book – LI/GI/SIP/PL/FD from existing customer portfolio.
• Work in the mapped geographical area (PIN code) to achieve Savings/Current account targets and cross-buy targets.
• Relationship building with existing customers.

Qualifications

• Education Qualification: Graduation/Post Graduation
• Bike mandatory with valid license
• 0 to 1 year of sales experience / Fresher
• Age: Up to 25 years