Agent
Jobs
Applied
Tracker
Profile
    1. Jobs for you
    2. Job

    Job · 13449536

    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 Inclusion ProductsGovernment-linked Social Security SchemesRetail Micro LoansKYC DocumentationSalescompliance

    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

    Find them on

    WebsiteLinkedInAmbitionBox reviews

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