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Relationship Officer - 811 - digital Banking Kotak 811 - sales
Acquire new customers through open market activities and drive financial product sales
Delhi
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 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 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 identification: 222276
Job category: KMBL
Posting date: 12/13/2025, 12:00 AM
Degree level: Bachelor's Degree
Job schedule: Full time
Job shift: Day
Locations: 502506, Antriksh Bhavan, New Delhi, Delhi, 110001, IN
About Kotak
Provides a wide range of banking, investment, and insurance services to retail, corporate, and institutional customers in India.