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 (Mumbai)
🏢 Kotak
📍 Mumbai