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Relationship Officer-811-Digital Banking Kotak 811-Sales @ Kotak Mahindra Bank

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 Relationship Officer-811-Digital Banking Kotak 811-Sales

Job Description

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.

Job Classification

Industry: Banking
Functional Area / Department: BFSI, Investments & Trading
Role Category: Banking Operations
Role: Phone Banking Officer
Employement Type: Full time

Contact Details:

Company: Kotak Mahindra Bank
Location(s): Hyderabad

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Keyskills:   Cold calling Customer acquisition Penetration Digital sales financial products Customer service SIP Fixed deposits Personal loans Sales achievement

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Kotak Mahindra Bank

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