Kotak Mahindra •

SKY-Phygital RM-Branch Banking-RO-CE

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Work From Home / Remote Bank Active
Actively Hiring Remote / WFH Full Time
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Job at a Glance

Category
Bank
Location
Remote / WFH
Salary
Check with seller
Job Type
Remote / WFH
Company
Kotak Mahindra •
Status
Open & Active

Job Description

Flyberth


Sales Officer - Branch Banking Jobs in Ujjain (Retail Market)
Flyberth • Ujjain, Madhya Pradesh • via FlyBerth
14 days ago
Full–time
No Degree Mentioned
Apply on FlyBerth
Job description
HDFC Bank in Ujjain, Madhya Pradesh, is currently seeking a dynamic Sales Officer to manage retail branch banking operations.

The ideal candidate will be responsible for executing banking operations and effectively upselling banking products. Join us in contributing to the success of HDFC Bank's retail banking services in Ujjain. Apply now!

Post: SO - Sales Officer
Location: Ujjain, MP
Salary: ₹...
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Kotak Mahindra


SKY-Phygital RM-Branch Banking-RO-CE
Kotak Mahindra • Madhya Pradesh • via Indeed
4 days ago
Full–time
Apply on Indeed
Job description
• Customer Engagement:
• Interact with mapped customers via meetings, video calls, and telephonic conversations.
• Handle a mapped book of ~1000–1500 customers across 2–3 branches (C Category).Demonstrate and enroll customers in digital banking services.
• Sales & Business Development:
• Cross-sell and upsell across:
• Assets: Home Loans, LAP, Car Loans, Personal Loans, Gold Loans, Working Capital, Commercial Vehicle Loans.
• Liabilities: Current Accounts, Savings Accounts, Term Deposits.
• Third Party Products: Life Insurance, General Insurance, Mutual Funds (Trinity).
• Convert leads from VRM (Virtual RM) and CEC (Customer Engagement Center).Achieve monthly sales and revenue targets.
• Relationship Management:
• Deepen existing relationships in CA, SA, and TD segments.
• Ensure customer stickiness and upgrade category.
• Handle service requirements like account opening, cheque book issuance, and product feature explanation.
• Collaboration:
• Work closely with internal teams (LI, GI, KSEC, IC, Asset) for timely business conversion.Drive service activations and customer acquisition through referrals and family households.

Candidate Requirements:
• Education: Graduate/Postgraduate in any stream.
• Experience: Minimum 1 year in banking or financial services.
• Skills:
• Strong communication and interpersonal skills.
• Sales acumen and customer-centric approach.
• Energetic, confident, and a go-getter attitude.
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