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Sales Team member - Business Correspondent_SUPPORT SERVICES_0762_7875_1087580

Sales Team member - Business Correspondent_SUPPORT SERVICES_0762_7875_1087580

Kotak Securities
Fresher
Not Disclosed
Early Applicant
  • Posted 13 hours ago
  • Be among the first 10 applicants

Job Description

Job Title - Sales Officer - Business Correspondent (Financial inclusion)

Multiple locations (Urban/ Semi-Urban / Rural)

Financial Inclusion - Business Correspondent (BC) Channel

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

More Info

Key Skills

Financial Inclusion Products

BC Agent Management

Micro Loans

KYC Documentation

Social Security Schemes

About Company

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Rajahmundry, India
Skills:
Current Accounts, Government-linked Social Security Schemes, Financial Inclusion Products, BC Agent Management, Sales, KYC Documentation, Compliance, Retail Micro Loans, Digital Applications