Relationship Officer

Kotak Mahindra Bank Limited; Ludhiana; Vor Ort; INR 300.000 - 600.000; Vollzeit

Zusammenfassung

Kotak Mahindra Bank Limited in Ludhiana is seeking a mid-level Relationship Officer for Kotak 811 Digital Banking to lead field-based customer acquisition and drive sales of financial products.

You will engage in canvassing, umbrella activities, cold calling, referrals, and open market sourcing to grow Savings and Current accounts and cross-sell LI, GI, SIP, PL, and FD. You’ll map pin-code areas, build strong relationships, and ensure compliance with internal processes.

Qualifikationen

• 100% field-based customer acquisition across assigned territories.
• Drive cross-selling of Life Insurance, General Insurance, SIP, loans, and FDs.
• Maintain strong relationships with existing customers and ensure service standards.

Aufgaben

• Acquire new customers through canopy and umbrella activities.
• Meet and exceed acquisition and cross-sell targets.
• Build and maintain relationships and ensure compliance with processes.

Kenntnisse

Field sales

Customer acquisition

Cross-selling

Relationship building

Jobbeschreibung

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