Relationship Officer - Digital Banking Sales

Kotak Mahindra Bank Limited; Thanjavur; On-site; INR 250,000 - 450,000; Full time

Job summary

Kotak Mahindra Bank Limited is seeking a Relationship Officer for 811 Digital Banking in Thanjavur. The role focuses on field-based customer acquisition and driving sales of financial products through open market activities.

Responsibilities include targeting Savings and Current accounts, cross-selling LI, GI, SIP, PL, and FD, and expanding the bank’s digital footprint in assigned pin-code areas while maintaining high service standards.

Qualifications

• Experience in field sales to acquire customers.
• Strong ability to meet sales targets and build client relationships.
• Willingness to work in defined geographical zones and pin codes.

Responsibilities

• Acquire new customers through open market activities.
• Drive cross-selling of LI, GI, SIP, PL, and FD.
• Build and maintain relationships with existing customers and ensure service standards.

Skills

Field sales

Customer acquisition

Cross-selling

Job description

Relationship Officer-811_Digital Banking Kotak 811-Sales_Thanjavur

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


• 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