Relationship Officer-811-Digital Banking Kotak 811-Sales

Kotak Life Insurance; Kanpur; On-site; INR 300,000 - 420,000; Full time

Job summary

Kotak Life Insurance is seeking a Relationship Officer for Digital Sales in Kanpur. The role focuses on engaging corporate clients, presenting digital banking solutions, and cross-selling Kotak products to mapped corporate accounts.

You will handle investment and insurance needs, coordinate with group companies, and maintain thorough relationship records while traveling within the city. A graduate with 0–2 years' experience is preferred; a two-wheeler and Android phone are mandatory.

Qualifications

• Clear communication and polished presentation skills.
• Willing to travel within city limits.
• Two-wheeler and Android phone required.
• Liability sales experience or KYC knowledge is a plus.

Responsibilities

• Understand corporate entry points and build awareness among corporates for Digital Banking.
• Cross-sell Kotak bank products to mapped corporate clients.
• Coordinate with group companies to promote KotakJifi products.
• Maintain relationship records for assigned corporate accounts and track customer queries.

Skills

Communication

Presentation

Two-wheeler

KYC knowledge

Sales experience

Education

Graduate

Job description

About The Role

This is an Internal document.

Job TitleRelationship Officer - 811 Digital Sales GradeM1

Job Role

• Have good awareness of Corporates with entry point links in those corporates.


• Good Communication & Presentation Skills required since he will be focusing on core corporates for Digital Banking.


• Cross sells bank products to existing set of Corp Sal customers which are mapped.


• Handle Investment and Insurance requirements of clients


• Informs customers of new products or product enhancements to further expand the banking relationship.


• Coordinates with other group companies to provide awareness to our group company employees for our KOTAKJIFI products.


• Goes beyond the professional need of the customer by providing other products - enhancement of customer value


• Maintains complete relationship record for assigned customer accounts.


• Penetration of group/family account of the existing mapped base.


• Tracks customer complaints/queries and turnaround times for customer satisfaction

Job Requirement

• Good communication and presentation skills.


• Willing to travel extensively within the city limits.


• Two- wheeler and an android phone is must.


• Liability Sales experience or KYC knowledge is an added advantage.


• Graduate with Minimum 0-2 Yrs. of experience.