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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
20 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 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: 218573
Job Category: KMBL
Posting Date: 11/17/2025, 12:00 AM
Degree Level: Bachelor's Degree
Job Schedule: Full time
Job Shift: Day
Locations: Vinay Bhavya Complex, Mumbai, Maharashtra, IN
About Kotak
An Indian financial services conglomerate offering banking, insurance, investment, and personal finance products.