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Relationship Officer - 811 - digital Banking Kotak 811 - sales
Acquire new customers and promote financial products through field activities in Karnal
Karnāl, Haryāna, India
Entry Level
21 hours agoBe an early applicant
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 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 (LI), General Insurance (GI), Systematic Investment Plans (SIP), Personal Loans (PL), and Fixed Deposits (FD).
- 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: 223518
Job Category: Consumer Bank
Degree Level: Bachelor's Degree
Job Schedule: Full time
Job Shift: Day
Locations: S.C.O, 246, Karnal, Haryana, 132001, IN
Relationship Officer - 811 - digital Banking Kotak 811 - sales
Karnāl, Haryāna, India
Sales
About Kotak
Provides a wide range of banking, investment, and insurance services to retail, corporate, and institutional customers in India.