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    Job · 13449116

    Kotak Mahindra Bank Ltd.. logo

    Sales Team member - Business Correspondent-SUPPORT SERVICES-HO Financial Inclusion

    Kotak Mahindra Bank Ltd.. · Not specified · onsite · Posted 59d ago

    Not disclosedFresherfulltimeSourced fromFoundit

    About a minute. You'll make an account on the way through.

    About this role

    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

    Sourced from foundit

    Skills

    BC Agent ManagementFinancial Literacy ProgramsKYC DocumentationField SalesSalescompliance

    About Kotak Mahindra Bank

    Kotak Mahindra Bank Ltd.. logo

    Kotak Mahindra Bank Ltd..

    Banking

    60.4k+

    employees

    1985

    41 years old

    Mumbai, Maharashtra

    India

    ₹7.9L PA avg

    Avg at Kotak Mahindra Bank

    About

    From launching Kotak Mahindra Finance Ltd. in 1985 to becoming one of the country’s most trusted financial institutions today, it’s been quite a journey.

    Industries

    BankingFinancial Services

    Employee ratings

    0 reviews

    3.7/ 5

    Employees rate it well for

    Overall Company37Job Security36

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    Sales Team member - Business Correspondent-SUPPORT SERVICES-HO Financial Inclusion · waiting for your command