Relationship Officer-811-Digital Banking Kotak… at Kotak… · Gwalior

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.