Walk In Drive | Relationship Officer - CASA | Kotak 811 | Chandigarh

1 - 5 years

3 - 5 Lacs

Posted:2 days ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

, , Relationship Officer - CASA (RO 811)

Department

Location

Employment Type

Role Summary:

Responsible for acquiring new Current Account (CA) and Savings Account (SA) customers, ensuring account activation, balance maintenance, and cross-selling other banking products. The role is sales-focused and targets-driven.

Key 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 Geographical Area mapped ( Pin Code ) and Achieve Saving / Current Account and Cross Sell Targets.
  • Relationship Building with Existing Customer(s).
  • Ensure Compliance with Internal Processes and Customer Service Standard
  • WEEKLY

    &

    MONTHLY

    incentives.

Qualifications

  • Graduate/Post Graduate (any stream)
  • 1 - 5 years of banking or financial sales experience (CASA preferred)
  • Driving License and own vehicle is mandatory
  • Interested in field sales

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Kotak Mahindra Bank logo
Kotak Mahindra Bank

Banking

Mumbai Maharashtra

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