Relationship Officer

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

Job summary

Kotak Mahindra Bank Limited in Pune district seeks a Relationship Officer for Kotak 811 Digital Sales. You will acquire new customers through field activities and drive sales of digital banking products with a high-energy, target-driven approach.

The role focuses on cross-selling LI, GI, SIP, PL, FD and building strong customer relationships while ensuring compliance with bank processes and standards.

Qualifications

• Experience in field-based banking sales.
• Knowledge of Kotak 811 products and digital banking.
• Proven ability to meet sales targets.

Responsibilities

• Acquire new customers through field activities and open market sourcing.
• Drive cross-selling of financial products such as LI, GI, SIP, PL, FD.
• Work within assigned geographical areas to meet acquisition and cross-sell targets.
• Build and maintain relationships with existing customers and ensure compliance with processes.

Skills

Field sales

Customer acquisition

Cross-selling

Target achievement

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