Relationship Officer - Digital Banking Sales

Kotak Mahindra Bank Limited; Jaipur; On-site; INR 250,000 - 400,000; Full time

Job summary

Kotak Mahindra Bank Limited in Jaipur invites applications for Relationship Officer-811 Digital Banking. This field-based role focuses on acquiring new customers, driving sales of financial products, and expanding the bank’s digital footprint.

You will work in assigned pin-code areas, conduct canopy/umbrella activities, cold calls, referrals, and cross-sell LI, GI, SIP, PL, and FD while ensuring compliance and building strong customer relationships.

Qualifications

• Mid-level experience in relationship/sales roles.
• Field-based role with a target-driven environment.

Responsibilities

• Acquire new customers through field activities and drive sales of financial products.
• Work in assigned geographic areas to meet acquisition and cross-sell targets.
• Build and maintain relationships with existing customers to enhance engagement.
• Ensure compliance with internal processes and customer service standards.

Job description

Relationship Officer-811_Digital Banking Kotak 811-Sales_Jaipur

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