Relationship Officer-811_Digital Banking Kotak 811-Sales_Dewas

Kotak Mahindra Bank; Dewas; On-site; INR 350,000 - 500,000; Full time

Job summary

Kotak Mahindra Bank is seeking a Relationship Officer for Kotak 811 Digital Sales to acquire new customers through field activities and drive sales of financial products. This high-energy, field-based role focuses on building relationships, achieving targets, and expanding the bank’s digital footprint.

You will conduct on-ground acquisition for Savings and Current Accounts, drive cross-selling of LI, GI, SIP, PL, and FD, cover assigned pin-code areas, and ensure compliance with processes and

Responsibilities

• Conduct 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.

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 activitiesCold callingReferrals 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.