Relationship Officer - Digital Banking Sales

Kotak Mahindra Bank Limited; Ranchi; On-site; INR 400,000 - 600,000; Full time

Job summary

Kotak Mahindra Bank Limited seeks a Relationship Officer for Kotak 811 Digital Sales in Ranchi. You will acquire customers through field activities and drive sales of banking products, expanding the bank's digital footprint.

This mid-level role emphasizes building relationships, meeting acquisition and cross-sell targets, and ensuring compliance with processes and service standards.

Responsibilities

• Conduct 100% field-based customer acquisition for Savings and Current Accounts through Canopy and Umbrella activities
• Cold calling, referrals and open market sourcing to drive acquisitions
• Drive cross-selling of LI, GI, SIP, PL, FD, and other financial products
• Build and maintain strong 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_Ranchi 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.

Responsibilities

• 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