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Relationship Officer - 811 - digital Banking Kotak 811 - sales
Acquire new customers and promote digital banking services in Pune, Maharashtra.
Pune, Mahārāshtra, India
Entry Level
3 days ago
Kotak
An Indian financial services conglomerate offering banking, insurance, investment, and personal finance products.
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Relationship Officer For Kotak 811 Digital Sales
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.
Relationship Officer - 811 - digital Banking Kotak 811 - sales
Pune, Mahārāshtra, India
Sales
About Kotak
An Indian financial services conglomerate offering banking, insurance, investment, and personal finance products.