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Relationship Officer - 811 - digital Banking Kotak 811 - sales

Acquire new customers and promote financial products through field activities in Hyderabad
Hyderābād, Telangāna, India
Entry Level
2 weeks ago
Kotak

Kotak

Provides a wide range of banking, investment, and insurance services to retail, corporate, and institutional customers in India.

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.

Locations: PERIKA BHAVAN RAJ BHAVAN RD OPP FLYOVER KHAIRATABAD, Hyderabad, Telangana, 500004, IN

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Relationship Officer - 811 - digital Banking Kotak 811 - sales
Hyderābād, Telangāna, India
Sales
About Kotak
Provides a wide range of banking, investment, and insurance services to retail, corporate, and institutional customers in India.