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Job Description
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.
Skills
SalesMarket PenetrationSales ManagerArea SalesSales ExecutiveIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
About Company
Kotak Mahindra Bank is a leading Indian private sector bank known for its innovative banking solutions and customer-centric approach. With a comprehensive suite of financial products and services, including retail banking, investment banking, and wealth management, the bank caters to the diverse needs of individuals, businesses, and corporations across the country. Kotak Mahindra Bank careers offer a dynamic and engaging work environment where professionals can thrive, innovate, and contribute to the bank's mission of delivering exceptional value. Employees are encouraged to pursue excellence, with ample opportunities for professional growth and development. For those looking to forge a successful career in banking, Kotak Mahindra Bank careers present a platform to be part of a progressive, growth-oriented organization. Â
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