Relationship Officer - 811 - digital Banking Kotak 811 - sales
Kotak
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 Identification: 226624
Job Category: Consumer Bank
Posting Date: 01/17/2026, 12:00 AM
Degree Level: Bachelor's Degree
Job Schedule: Full time
Job Shift: Day
Locations: Evershine Aangan, Mumbai, Maharashtra, 400062, IN