Company Description Kotak Mahindra Bank is part of the Kotak Mahindra Group, one of India’s leading financial services conglomerates, established in 1985. The Group’s flagship company became Kotak Mahindra Bank Limited in 2003, marking the transition from a non-banking finance company to a full-fledged bank licensed by the Reserve Bank of India.

Kotak offers a comprehensive range of financial services, including commercial banking, stockbroking, mutual funds, life insurance, and investment banking, serving both individuals and corporate clients. With an extensive branch and franchise network across India and international offices in major global financial hubs, the Group provides wide-reaching career opportunities and exposure.

Role Description This is a full-time, in office Sales Officer role based in the Pune Division.

The Sales

Officer will promote and sell Kotak Mahindra Bank’s retail banking products, such as savings accounts, current accounts, loans, and other financial solutions, to new and existing customers. Daily responsibilities include generating and following up on leads, engaging with walk-in and referred customers, explaining product features and benefits, and supporting customers through the onboarding and documentation process. The role involves coordinating with internal teams and channel partners, maintaining accurate sales records,



achieving assigned sales and revenue targets, and delivering consistent, high-quality customer service in line with the bank’s standards.

Qualifications

- Candidates should possess strong Customer Service skills, with the ability to build trust, resolve queries, and provide clear guidance on banking products.
- Candidates should possess Lead Generation and basic Sales Operations skills to identify prospects, manage pipelines, and track conversions effectively.
- Candidates should possess solid Communication skills, including clear verbal and written communication, and confident interpersonal interactions with diverse customers.
- Candidates should possess Channel Sales exposure or the ability to work with branch teams, external partners, and distribution networks to drive business growth.
- Relevant qualifications such as a bachelor’s degree in business, finance, or a related field, or equivalent practical experience in banking or financial services.
- Strong numerical aptitude, comfort with banking systems and MS Office tools, and the ability to work towards defined targets in a fast-paced environment.
- Prior experience in retail banking, financial services, or field sales is preferred but not mandatory; local market knowledge of Pune and surrounding areas is an advantage.

📌 Sales Officer (Pune)
🏢 Kotak Mahindra Bank
📍 Pune