Relationship Officer

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