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.
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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.

Keyskills: Cold calling Customer acquisition Penetration Digital sales financial products Customer service SIP Fixed deposits Personal loans Sales achievement
IndiaMART is India?s largest online B2B marketplace, connecting buyers with suppliers. With a 60% market share of the online B2B Classified space in India, the channel focuses on providing a platform to Small & Medium Enterprises (SMEs), Large Enterprises as well as individual...