Relationship Officer - Digital Banking Sales

Kotak Mahindra Bank; Bhiwandi; Vor Ort; INR 300.000 - 400.000; Vollzeit

Zusammenfassung

Kotak Mahindra Bank is seeking a Relationship Officer for Kotak 811 Digital Sales in Bhiwandi. This field-based role focuses on new customer acquisitions, cross-selling financial products, and expanding the bank’s digital footprint.

You will work in a high-energy environment, coordinating with open market activities, referrals, and canvassing, aiming to meet sales targets while ensuring service standards and compliance.

Qualifikationen

• Experience in sales roles
• Strong communication and interpersonal skills
• Willingness to work in field and meet targets
• Knowledge of digital banking products preferred

Aufgaben

• Acquire new customers through field-based activities
• Drive cross-selling of LI, GI, SIP, PL, FD
• Build and maintain relationships with existing customers
• Ensure compliance with bank processes and service standards

Kenntnisse

Field sales

Cross-selling

Relationship building

Communication

Jobbeschreibung

Relationship Officer-811_Digital Banking Kotak 811-Sales_Bhiwandi

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. 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. Experience Level Mid Level