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Sales Team member - Business Correspondent-SUPPORT SERVICES-HO Financial I at Kotak Mahindra Bank

Bareilly, Uttar Pradesh, India -

Full Time

Start Date

Immediate

Expiry Date

01 May, 26

Salary

0.0

Posted On

31 Jan, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales, Customer Acquisition, Financial Inclusion, KYC Norms, Product Training, Compliance, Documentation, Customer Service, Field Visits, Agent Management, Performance Monitoring, Financial Literacy, Retail Loans, Social Security Schemes, Microfinance, Banking

Industry

Banking

Description

Job Title – Sales Officer – Business Correspondent (Financial inclusion) Location: Multiple locations (Urban/ Semi-Urban / Rural) Department: Financial Inclusion – Business Correspondent (BC) Channel Reporting To: TRM/Channel Manager Key Responsibilities: Business & Sales: Source and acquire customers through the BC channel for financial inclusion products Promote and sell products including: Savings & Current Accounts (CASA), PMJDY Accounts Retail / Micro Loans Government-linked Social Security schemes Achieve assigned sales, productivity, and portfolio quality targets Conduct field visits, BC Agent mapping, customer camps, and financial literacy programs BC Agent Management: Identify, recruit, and onboard new BC agents / CSPs in allocated geography Ensure BC onboarding is completed as per bank, RBI, and internal compliance norms Train BC agents on products, processes, digital applications, KYC norms, and customer handling Provide continuous handholding and on-ground support to BC agents for business ramp-up Monitor BC agent performance, productivity, and service quality Act as a single point of contact between BC agents and the bank for operational and business issues Operations & Compliance: Ensure accurate and timely KYC, documentation, and customer onboarding Maintain daily activity reports, BC productivity MIS, and sales trackers Ensure 100% adherence to compliance, audit, and regulatory guidelines Support customer servicing, grievance handling, and post-sales follow-ups Desired Candidate Profile: Education: Preferred qualification Graduate (any discipline) Experience: 0–3 years of experience in field sales / banking / NBFC / microfinance / insurance Prior exposure to BC, CSP or NBFC sales is an added advantage

Responsibilities

The Sales Team member is responsible for sourcing and acquiring customers through the Business Correspondent channel for financial inclusion products. They will also manage BC agents, ensuring compliance and providing support for business ramp-up.