Relationship Officer-811-Digital Banking Kotak 811-Sales As a Relationship Officer for Kotak 811 Digital Sales, you will be responsible for acquiring current 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. 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 robust relationships with existing customers to enhance engagement and product penetration. Ensure compliance with internal processes and customer service standards.

Experience Level Mid Level

📌 Relationship Officer Bavla
🏢 Kotak Mahindra Bank
📍 Bavla