HO Product Team - Financial Inclusions_SUPPORT SERVICES_0762_1288_1102070
Kotak Securities · Mumbai · onsite · Posted 2d ago
Not disclosedFresherfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
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
- 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
- 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
- Education: Preferred qualification Graduate (any discipline)
- Experience:
- 0â€3 years of experience in field sales / banking / NBFC / microfinance / insurance
- Prior exposure to BC, CSP or NBFC sales is an added advantage
Sourced from foundit
Skills
BC Agent ManagementFinancial Literacy ProgramsPortfolio quality targetsCompliance AuditCustomer OnboardingRegulatory GuidelinesKYC DocumentationSales productivity
About Kotak Securities
Kotak Securities
Financial Services
4.6k+
employees
1994
32 years old
Mumbai, Maharashtra
India
₹8.5L PA avg
Avg at Kotak Securities
About
Kotak Securities are a trusted trading platform backup by 3.5 Million + customers provide all financial services ounder one roof.
Industries
Financial Services
Employee ratings
10 reviews
3.6/ 5
Culture
2.8
Career growth
3.0
Work-life
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