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Relationship Officer - 811 - digital Banking Kotak 811 - sales
Acquire new customers and promote financial products in assigned geographical areas
Bihar, India
Entry Level
yesterday
Kotak
Provides a wide range of banking, investment, and insurance services to retail, corporate, and institutional customers in India.
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Relationship Officer For Kotak 811 Digital Sales
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.
About Kotak
Provides a wide range of banking, investment, and insurance services to retail, corporate, and institutional customers in India.