Relationship Officer-811-Digital Banking Kotak 811-Sales

Kotak Mahindra Bank Ltd; Madurai District; On-site; INR 180,000 - 300,000; Full time

Job summary

Kotak Mahindra Bank Ltd invites applications for a Relationship Officer role within the Kotak 811 Digital Sales team. This field-based position focuses on acquiring new customers, expanding the bank’s digital footprint, and driving cross-sell of LI, GI, SIP, PL and FD across assigned geographies.

The role emphasizes high energy field execution, meeting sales targets, and maintaining strong customer relationships while upholding internal processes and service standards.

Responsibilities

• Conduct 100% field-based customer acquisition for Savings and Current Accounts.
• Drive cross-selling of financial products such as Life Insurance (LI), General Insurance (GI), SIP, Personal Loans (PL) and Fixed Deposits (FD).
• Work within assigned geographical areas (pin code mapped) 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.

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.

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.