Kotak Mahindra Bank

Aurangabad, Maharashtra

Sales Executive-Vishwas-Sales

Posted 3 weeks ago

The job in two lines

The Sales Officer is responsible for acquiring new customers and achieving sales targets for Prime Vishwas products through field sales, direct engagement, and partnerships, while ensuring compliance with regulatory requirements and maintaining portfolio quality.

Summary by Rezifi's AI, from Kotak Mahindra Bank’s posting. Years and pay appear only when the posting states them.

What you'd do

  • Acquire new customers for Prime Vishwas products through field sales and market penetration.
  • Generate leads and achieve sales targets.
  • Maintain strong relationships with customers to generate repeat business and referrals.
  • Ensure compliance with KYC, regulatory requirements, and internal policies.
  • Submit daily sales reports and updates to the reporting manager.

Skills it is built around

  • Prime Vishwas products
  • field sales activities
  • customer meetings
  • Quota Attainment

Required

  • direct customer engagement
  • referrals
  • Channel Partnerships
  • product features
  • eligibility criteria
  • documentation requirements
  • customer documents
  • Loan Processing
  • Loan Disbursement
  • market trends
  • competitor activities

The facts

Experience
Not stated
The posting names no number of years.
Pay
Not stated
The posting states no pay.
Level
Not stated
Field
Sales

The full posting

From Kotak Mahindra Bank’s careers site

As Kotak Mahindra Bank posted it. See the original

Job Title:

Sales Officer – Prime Vishwas

Department:

Prime Vishwas Business

Reporting To:

Team Leader / Area Sales Manager

 

Job Purpose

The Sales Officer will be responsible for sourcing and acquiring customers for Prime Vishwas products through field sales activities, direct customer engagement, referrals, and channel partnerships. The role involves generating leads, achieving business targets, maintaining portfolio quality, and ensuring adherence to organizational policies and regulatory guidelines.

 

Key Responsibilities

  • Acquire new customers for Prime Vishwas products through field sourcing and market penetration.
  • Identify potential customers and generate business through references, self-sourcing, and channel partners.
  • Conduct customer meetings, explain product features, eligibility criteria, and documentation requirements.
  • Ensure timely collection and verification of customer documents for loan processing.
  • Coordinate with operations and credit teams for smooth loan disbursement.
  • Achieve monthly and quarterly sales targets assigned by the organization.
  • Maintain strong relationships with customers to generate repeat business and referrals.
  • Monitor market trends and competitor activities to identify business opportunities.
  • Ensure compliance with KYC, regulatory requirements, and internal policies.
  • Maintain portfolio quality and support collection efforts, wherever required.
  • Submit daily sales reports and updates to the reporting manager.