FAQs
Is this a field-based job?
Yes, this position is 100% open market and field-based, requiring a target-driven approach.
What type of accounts will I be responsible for acquiring?
You will be responsible for the acquisition of Saving and Current accounts from the open market.
What activities will I engage in to acquire new customers?
You will engage in Canopy Activity, Umbrella Activity, Cold Calling, and obtaining References to acquire new customers.
Are there cross-selling opportunities in this role?
Yes, you will have opportunities to cross-sell financial products such as Life Insurance, General Insurance, SIPs, Personal Loans, and Fixed Deposits to existing customer portfolios.
Will I have a specific geographical area to focus on?
Yes, you will work within a mapped geographical area (Pin Code) to achieve your Saving and Current account targets as well as cross-sell targets.
What educational qualifications are required for this position?
A Graduation or Post Graduation degree is required for this position.
Is a bike necessary for this role?
Yes, having a bike is mandatory, and you must possess a valid license.
How much sales experience do I need to apply?
You can apply with 0 to 1 year of sales experience, or you may also apply as a fresher.
What is the maximum age limit for applicants?
The maximum age limit for applicants is up to 25 years.
What is the primary objective of the Relationship Officer role?
The primary objective is to acquire new customers and manage relationships to achieve targets for Saving/Current accounts and cross-selling products.