Relationship Officer-811_Digital Banking Kotak 811-Sales_Indore

Kotak Mahindra Bank; Indore District; On-site; INR 250,000 - 450,000; Full time

Job summary

Kotak Mahindra Bank is seeking a Relationship Officer for Kotak 811 Digital Sales in Indore. This field-based role focuses on acquiring customers and driving sales of financial products through open market activities.

You will build strong customer relationships, aim for sales targets, and cross-sell products such as LI, GI, SIPs, PLs and FDs, while ensuring compliance with internal processes and service standards.

Qualifications

• Field-based role focused on acquiring customers and driving sales.
• Cross-selling financial products such as LI, GI, SIP, PL, FD.
• Work across assigned geographic areas with compliance to processes.

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, General Insurance, SIPs, Personal Loans, Fixed Deposits.
• Work within assigned geographical areas (pin codes) 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.