Relationship Officer - Digital Banking Sales

Kotak Mahindra Bank Limited; Coimbatore District; On-site; INR 350,000 - 550,000; Full time

Job summary

Kotak Mahindra Bank in Coimbatore is hiring a Relationship Officer for Kotak 811 Digital Sales. You will drive field-based customer acquisition and promote digital banking products to new and existing customers.

You will build lasting relationships, meet acquisition and cross-sell targets, and ensure compliance with bank processes while working in assigned pin-code areas.

This role demands a high-energy, results-oriented professional with strong communication and networking skills.

Qualifications

• Experience in field-based sales and customer acquisition.
• Ability to drive cross-selling of financial products.
• Strong relationship management and client servicing skills.

Responsibilities

• Acquire new customers through field activities and open market sourcing.
• Drive cross-sell of LI, GI, SIP, PL, FD products.
• Build and maintain relationships to enhance engagement and product penetration.
• Ensure compliance with internal processes and service standards.

Skills

Field sales

Customer acquisition

Cross-selling

Relationship building

Target achievement

Job description

Relationship Officer-811_Digital Banking Kotak 811-Sales_Coimbatore

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