Relationship Officer

Kotak Mahindra Bank Limited; Amravati; On-site; INR 350,000 - 550,000; Full time

Job summary

Kotak Mahindra Bank Limited invites applications for the role of Relationship Officer-811-Digital Banking Kotak 811-Sales. This field-based position focuses on acquiring new customers and driving sales of digital banking products.

You will cover assigned geographic areas, conduct canvassing and cold calling, and cross-sell products like LI, GI, SIP, PL and FD while ensuring compliance and customer service standards.

Qualifications

• Field-based role focusing on customer acquisition and sales targets.
• Cross-selling of LI, GI, SIP, PL and FD.

Responsibilities

• Acquire new customers through field activities and open market sourcing.
• Drive cross-selling of LI, GI, SIP, PL and FD.
• Work within assigned geographic areas to meet targets.
• Build and maintain relationships to improve engagement.
• Ensure compliance with internal processes and service standards.

Job description

Relationship Officer-811-Digital Banking Kotak 811-Sales

As a Relationship Officer for Kotak 811 Digital Sales, you will be responsible for acquiring new customers through open market activities and driving sales of financial products. This is a high-energy, field-based role focused on building relationships, achieving sales targets, and expanding the bank’s digital footprint.

Conduct 100% field-based customer acquisition for Savings and Current Accounts through:

• Canopy and Umbrella activities
• Cold calling
• Referrals and open market sourcing

Drive cross-selling of financial products such as:

• Life Insurance (LI)
• General Insurance (GI)
• Systematic Investment Plans (SIP)
• Personal Loans (PL)
• Fixed Deposits (FD)

Work within assigned geographical areas (mapped by pin code) to meet acquisition and cross-sell targets.

Build and maintain strong relationships with existing customers to enhance engagement and product penetration.

Ensure compliance with internal processes and customer service standards.

Experience Level Mid Level