Relationship Officer - Digital Banking Sales

Kotak Mahindra Bank Limited; Thane; On-site; INR 420,000 - 540,000; Full time

Job summary

KOTAK MAHINDRA BANK LIMITED in Thane seeks a Relationship Officer for Kotak 811 Digital Sales to acquire customers and drive sales of banking products. This field-based role emphasizes building relationships, meeting targets, and expanding the bank's digital footprint.

Responsibilities include 100% field-based customer acquisition for savings and current accounts, cross-selling life and general insurance, SIPs, personal loans and FDs, and working within mapped pin-code areas to achieve goals.

Qualifications

• Experience in field sales and customer acquisition.
• Ability to drive cross-selling of financial products.
• Proven track record of meeting sales targets and building relationships.

Responsibilities

• Acquire new customers through field activities in assigned areas.
• Drive cross-selling of LI, GI, SIP, PL, FD.
• Meet acquisition and cross-sell targets.
• Build and maintain relationships with existing customers.
• Ensure compliance with internal processes and service standards.

Skills

Field-based sales

Customer acquisition

Cross-selling

Relationship building

Target oriented

Job description

Relationship Officer-811_Digital Banking Kotak 811-Sales_Thane

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