Relationship Officer-811_Digital Banking Kotak 811-Sales_Surat

Kotak Mahindra Bank; Surat; Presencial; INR 300.000 - 550.000; Jornada completa

Descripción de la vacante

Kotak Mahindra Bank is seeking a Relationship Officer for Kotak 811 Digital Banking in Surat. You will be responsible for acquiring new customers through open market activities and driving sales of financial products, with a high-energy, field-based approach to expand the bank’s digital footprint.

This role emphasizes relationship building, meeting sales targets, and cross-selling across LI, GI, SIP, PL and FD, within assigned geographies in Gujarat, Surat area.

Formación

• Bachelor's degree required.
• Field-based banking sales experience preferred.
• Strong communication and networking abilities.

Responsabilidades

• Acquire new savings and current accounts through field activities.
• Drive cross-selling of financial products (LI, GI, SIP, PL, FD).
• Build and maintain relationships with existing customers to boost engagement and penetration.
• Ensure compliance with internal processes and customer service standards.

Conocimientos

Sales skills

Relationship building

Open market sourcing

Cross-selling

Educación

Bachelor's degree

Descripción del empleo

Relationship Officer-811_Digital Banking Kotak 811-Sales_Surat

Hot Job

Be the First to Apply

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 sourcingDrive 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.

Job Info

• Job Identification 264990
• Job Category Consumer Bank
• Posting Date 09/28/2026, 12:00 AM
• Degree Level Bachelor's Degree
• Job Schedule Full time
• Job Shift Day
• Locations Ground Floor, Shop No 32 - 34, Abhilasha Heights, Aai Mata Circle, Parvat Patiya,, Surat, Gujarat, 395010, IN