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Relationship Officer - 811 - digital Banking Kotak 811 - sales

Acquire new customers and promote digital banking products in assigned areas
Delhi
Entry Level
yesterday
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) 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: 218607 Job Category: KMBL Degree Level: Bachelor's Degree Job Schedule: Full time 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.