Sales Officer
Kotak Mahindra Bank
Chennai, Tamil Nadu, India1h agovia LinkedIn
About the Role
This is a full-time, on-site Sales Officer role based in Chennai. The Sales Officer is responsible for acquiring new customers, promoting bank products and services, and meeting sales targets for retail banking offerings such as accounts, loans, and investment products.
Key Responsibilities
- Generating leads.
- Managing customer inquiries.
- Conducting sales presentations.
- Maintaining relationships with existing clients to encourage cross-selling and upselling.
- Coordinating with branch teams and channel partners.
- Ensuring accurate documentation and compliance with bank policies.
- Providing prompt customer service to enhance overall satisfaction.
Requirements & Tech Stack
- Basic knowledge of retail banking products.
- Ability to understand financial needs and recommend suitable solutions.
- Proficiency in local languages and English.
- Negotiation and relationship-building abilities.
- Comfort working with CRM and MS Office tools.
Qualifications
- Strong Customer Service and Communication skills.
- Lead Generation and Sales Operations skills.
- Channel Sales experience.
- Bachelor’s degree in business, finance, marketing, or a related field, or equivalent practical experience in sales or banking.