Relationship Officer - Digital Banking Sales

Kotak Mahindra Bank Limited; Dewas; Vor Ort; INR 250.000 - 320.000; Vollzeit

Zusammenfassung

Kotak Mahindra Bank Limited seeks a Relationship Officer for Kotak 811 Digital Sales in Dewas. This field-based role focuses on acquiring new customers, expanding the bank’s digital footprint, and achieving sales targets through 100% face-to-face activities.

You will drive cross-selling of LI, GI, SIP, PL, and FD while expanding the bank’s presence in the local market. Compliance with internal standards is required and target-driven performance is expected.

Qualifikationen

• Field-based field activities to acquire customers for Savings and Current Accounts.
• Cross-selling of financial products including LI, GI, SIP, PL, FD.

Aufgaben

• Conduct 100% field-based customer acquisition for Savings and Current Accounts.
• Drive cross-selling of LI, GI, SIP, PL, FD.
• Work within assigned pin codes to meet acquisition and cross-sell targets.
• Build and maintain relationships with existing customers and ensure compliance with processes.

Kenntnisse

Field-based sales

Customer acquisition

Cross-selling

Financial products

Jobbeschreibung

Relationship Officer-811_Digital Banking Kotak 811-Sales_Dewas

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