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As a Relationship Officer for Kotak 811 Digital Sales, you will be responsible for acquiring recent 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 activitiesCold callingReferrals and open market sourcingDrive 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 Offi Digital Banking Kotak 811 Sales Mumbai Mumbai
🏢 Kotak Mahindra Bank
📍 Mumbai
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