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Relationship Officer - 811 - digital Banking Kotak 811 - sales

Acquire new customers and promote financial products through field activities in Delhi
Delhi
Entry Level
14 hours agoBe an early applicant
Kotak

Kotak

An Indian financial services conglomerate offering banking, insurance, investment, and personal finance products.

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), and 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.

Job Identification: 219257

Job Category: KMBL

Posting Date: 11/11/2025, 09:23 AM

Apply Before: 12/11/2025, 09:23 AM

Degree Level: Bachelor's Degree

Job Schedule: Full time

Job Shift: Day

Locations: 502506, Antriksh Bhavan, New Delhi, Delhi, 110001, IN

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Relationship Officer - 811 - digital Banking Kotak 811 - sales
Delhi
Sales
About Kotak
An Indian financial services conglomerate offering banking, insurance, investment, and personal finance products.