Relationship Officer

Kotak Mahindra Bank Limited; Prayagraj; On-site; INR 300,000 - 540,000; Full time

Job summary

Kotak Mahindra Bank Limited is seeking a Relationship Officer for Kotak 811 Digital Banking to drive new customer acquisition and promote digital banking products in a high-energy, field-based role.

You will target savings and current accounts, cross-sell LI/GI/SIP/PL/FD, and build lasting client relationships across mapped geographies while ensuring compliance and superior service.

Qualifications

• Field-based sales role focused on building relationships and achieving sales targets.
• Experience in acquiring new customers through field activities and open market sourcing.

Responsibilities

• 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, General Insurance, SIPs, Personal Loans and Fixed Deposits.
• 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.

Skills

Field sales

Customer acquisition

Cross-selling

Relationship building

Digital footprint expansion

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.

Responsibilities:

• 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