Relationship Officer-811_Digital Banking Kotak 811-Sales_Surajpur

Kotak Mahindra Bank; Greater Noida; Sur place; INR 300 000 - 600 000; Plein temps

Résumé du poste

Kotak Mahindra Bank is seeking a Relationship Officer for Kotak 811 Digital Sales in Greater Noida. The role focuses on acquiring new customers through field activities, driving sales of financial products, and expanding the bank’s digital footprint.

You will build and nurture relationships with customers, meet acquisition and cross-sell targets, and ensure adherence to internal processes and service standards in a high-energy field environment.

Qualifications

• Field-based relationship building with customers.
• Ability to meet acquisition and cross-sell targets.
• Compliance with bank processes and regulatory requirements.

Responsabilités

• Conduct 100% field-based customer acquisition for Savings and Current Accounts.
• Drive cross-selling of financial products such as Life Insurance, General Insurance, SIPs, Personal Loans and 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.

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.