Relationship Officer-811_Digital Banking Kotak 811-Sales_Gurgaon

Kotak Mahindra Bank; Gurugram District; Sur place; INR 300 000 - 600 000; Plein temps

Résumé du poste

Kotak Mahindra Bank is seeking a proactive Relationship Officer for Kotak 811 Digital Sales to acquire new customers and drive digital product adoption in the assigned markets. You will work field-based to meet targets through canopy/umbrella activities, referrals, and open market sourcing, while building strong customer relationships.

You will cross-sell financial products such as LI, GI, SIP, PL and FD, ensure compliance, and deliver high-quality service to maximize product penetration and

Qualifications

• Field sales experience preferred.
• Strong communication and relationship skills.
• Willingness to travel within assigned pin-code areas.

Responsabilités

• Acquire new Savings and Current Accounts through field activities.
• Drive cross-selling of LI, GI, SIP, PL and FD.
• Work in assigned geographical areas mapped by pin code to meet targets.
• Build and maintain strong relationships with existing customers to enhance engagement and product penetration.
• Ensure compliance with internal processes and customer service standards.

Connaissances

Field Sales

Customer Acquisition

Cross-selling

Relationship Building

Target Driven

Description du poste

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.