Relationship Officer-811-Digital Banking Kotak 811-Sales (Kelavarapalli)

Relationship Officer-811-Digital Banking Kotak 811-Sales (Kelavarapalli)

07 Aug
|
Important Group
|
Kelavarapalli

07 Aug

Important Group

Kelavarapalli

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.

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 solid relationships with existing customers to enhance engagement and product penetration.
Ensure compliance with internal processes and customer service standards.

📌 Relationship Officer-811-Digital Banking Kotak 811-Sales (Kelavarapalli)
🏢 Important Group
📍 Kelavarapalli

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