Relationship Officer - Digital Banking Sales

Kotak Mahindra Bank Limited; Ernakulam; Vor Ort; INR 300.000 - 600.000; Vollzeit

Zusammenfassung

Kotak Mahindra Bank Limited in Kochi invites a mid-level Relationship Officer for Kotak 811 Digital Banking to acquire new customers and drive sales of core financial products. You will operate in a high-energy field role, building trust with customers and expanding the bank’s digital footprint.

You will focus on savings and current accounts, cross-selling LI, GI, SIP, PL, and FD while meeting defined targets and ensuring service excellence aligned with internal processes.

Qualifikationen

• Experience in field sales and banking products.
• Strong communication and relationship-building skills.
• Target-driven with a track record of meeting sales goals.

Aufgaben

• Conduct 100% field-based customer acquisition for Savings and Current Accounts.
• Drive cross-selling of LI, GI, SIP, PL, and FD products.
• Work within mapped geographical areas to achieve acquisition and cross-sell targets.
• Build and maintain relationships with existing customers to improve engagement.
• Ensure compliance with internal processes and customer service standards.

Kenntnisse

Field sales

Customer acquisition

Cross-selling

Jobbeschreibung

Relationship Officer-811_Digital Banking Kotak 811-Sales_Kochi

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