Relationship Officer - 811 - digital Banking Kotak 811 - sales
Kotak
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 include conducting 100% field-based customer acquisition for Savings and Current Accounts through canopy and umbrella activities, cold calling, referrals, and open market sourcing. Additionally, you will drive cross-selling of financial products such as life insurance, general insurance, systematic investment plans, personal loans, and fixed deposits. You will work within assigned geographical areas to meet acquisition and cross-sell targets, build and maintain strong relationships with existing customers to enhance engagement and product penetration, and ensure compliance with internal processes and customer service standards.