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Relationship Officer - 811 - digital Banking Kotak 811 - sales
Acquire new customers and promote digital banking products through field activities
Mumbai
Entry Level
5 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 include:
- Conducting 100% field-based customer acquisition for Savings and Current Accounts through Canopy and Umbrella activities, cold calling, referrals, and open market sourcing.
- Driving cross-selling of financial products such as Life Insurance (LI), General Insurance (GI), Systematic Investment Plans (SIP), Personal Loans (PL), and Fixed Deposits (FD).
- Working within assigned geographical areas to meet acquisition and cross-sell targets.
- Building and maintaining strong relationships with existing customers to enhance engagement and product penetration.
- Ensuring compliance with internal processes and customer service standards.
About Kotak
An Indian financial services conglomerate offering banking, insurance, investment, and personal finance products.