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Relationship Officer - 811 - digital Banking Kotak 811 - sales

Acquire new customers and drive cross-sell of financial products in Nagpur
Nāgpur, Mahārāshtra, India
6 days ago
Kotak

Kotak

Provides a wide range of banking, investment, and insurance services to retail, corporate, and institutional customers in India.

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.

Job Info

  • Job Identification 237556
  • Job Category Consumer Bank
  • Degree Level Bachelor's Degree
  • Job Schedule Full time
  • Job Shift Day
  • Locations Deepa Apartment, Shop No – 7, 8 and 9, Ring Road, Nagpur, Maharashtra, 440022, IN
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Relationship Officer - 811 - digital Banking Kotak 811 - sales
Nāgpur, Mahārāshtra, India
Sales
About Kotak
Provides a wide range of banking, investment, and insurance services to retail, corporate, and institutional customers in India.