Relationship Officer

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

Job summary

Kotak Mahindra Bank Limited is seeking a Relationship Officer for Kotak 811-Digital Banking sales. The role focuses on acquiring customers through field activities, meeting savings/current account targets, and cross-selling LI, GI, SIP, PL, and FD.

You will operate in mapped pin-code areas, build strong customer relationships, and ensure compliance with internal processes and service standards. This is a mid-level opportunity in a dynamic, sales-driven environment.

Qualifications

• Field-based sales experience preferred
• Strong target-driven mindset
• Excellent communication and relationship-building skills
• Wamiliarity with banking products is a plus

Responsibilities

• Acquire new customers through field activities and open market sourcing
• Drive cross-selling of LI, GI, SIP, PL, FD
• Meet acquisition and cross-sell targets within mapped pin-code areas
• Build and maintain relationships with existing customers and ensure 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