Relationship Officer-811_Digital Banking Kotak 811_0412_2563_1083420

Kotak Mahindra Bank; Ahmedabad District; On-site; INR 300,000 - 600,000; Full time

Job summary

Kotak Mahindra Bank's Kotak 811 Digital Sales team seeks a Relationship Officer to acquire new customers through open market activities and to drive sales of financial products. This is a high-energy, field-based role focused on building relationships, meeting sales targets, and expanding the bank's digital footprint.

You will conduct 100% field-based acquisition for savings and current accounts, drive cross-selling of LI, GI, SIP, PL, and FD, work within mapped geographical areas, and maintain

Responsibilities

• Conduct 100% field-based customer acquisition for Savings and Current Accounts through canopy/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

Relationship building

Target achievement

Cross-selling

Job description

Job Description:

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.