Relationship Officer-811_Digital Banking Kotak 811-Sales_Kamrej

Kotak Mahindra Bank; Pune District; Sur place; INR 250 000 - 400 000; Plein temps

Résumé du poste

Kotak Mahindra Bank in Pune invites applications for a Relationship Officer focused on Kotak 811 Digital Sales. You will actively pursue new customers through field activities and drive sales of digital and traditional financial products.

In this high-energy role, you will build lasting customer relationships, achieve sales targets, and expand the bank’s digital footprint across assigned pin-code areas, handling savings and current accounts, as well as cross-selling LI, GI, SIP, PL, and FD.

Responsabilités

• Field-based customer acquisition for Savings and Current Accounts.
• Drive cross-selling of LI, GI, SIP, PL, and FD.
• Meet acquisition and cross-sell targets in mapped pin-code areas.
• Build and maintain relationships to boost engagement and product penetration.
• Ensure adherence to internal processes and service standards.

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.