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Relationship Officer - 811 - digital Banking Kotak 811 - sales
Acquire new customers and promote financial products through field activities in Mumbai
Mumbai
Entry Level
16 hours agoBe an early applicant
Kotak
An Indian financial services conglomerate offering banking, insurance, investment, and personal finance products.
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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 include:
- Conducting 100% field-based customer acquisition for Savings and Current Accounts through canopy and umbrella activities, cold calling, referrals, and open market sourcing.
- Driving cross-selling of financial products such as life insurance, general insurance, systematic investment plans, personal loans, and fixed deposits.
- Working within assigned geographical areas (mapped by pin code) to meet acquisition and cross-sell targets.
- Building and maintaining strong relationships with existing customers to enhance engagement and product penetration.
- Ensuring compliance with internal processes and customer service standards.
Job Info:
Job Identification: 218486
Job Category: KMBL
Job Schedule: Full time
Job Shift: Day
Locations: Mumbai, Maharashtra, IN
About Kotak
An Indian financial services conglomerate offering banking, insurance, investment, and personal finance products.