Sales Officer

Company Description Kotak Mahindra Group, established in 1985, is one of India’s leading financial services conglomerates and operates Kotak Mahindra Bank Limited, the country’s first non-banking finance company to become a bank. The Group offers a broad range of financial services, including commercial banking, stock broking, mutual funds, life insurance, and investment banking, serving both individuals and corporate clients. With a strong financial foundation and a wide distribution network across India, Kotak Mahindra Bank also maintains international offices in major global financial centers. The organization emphasizes customer-centric solutions, professional growth, and long-term careers in financial services.
Role Description 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. Day-to-day activities include generating leads, managing customer inquiries, conducting sales presentations, and maintaining relationships with existing clients to encourage cross-selling and upselling. The role involves coordinating with branch teams and channel partners, ensuring accurate documentation and compliance with bank policies, and providing prompt customer service to enhance overall satisfaction.
Qualifications
Candidates should possess strong Customer Service and Communication skills to interact effectively with diverse customers and internal teams.
Candidates should possess Lead Generation and Sales Operations skills to identify prospects, manage pipelines, and drive consistent sales performance.
Candidates should possess Channel Sales experience to collaborate with external partners, vendors, and distribution networks for business growth.
Candidates should possess basic knowledge of retail banking products, along with the ability to understand financial needs and recommend suitable solutions.
Candidates should possess a bachelor’s degree in business, finance, marketing, or a related field, or equivalent practical experience in sales or banking.
Candidates should possess proficiency in local languages and English, strong negotiation and relationship-building abilities, and comfort working with CRM and MS Office tools.

Work arrangement
No