Relationship Officer - 811 Digital Banking 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.

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), and 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.