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Relationship Officer-811-Digital Banking Kotak 811-Sales at Kotak Mahindra Bank

Hyderabad, Telangana, India -

Full Time

Start Date

Immediate

Expiry Date

15 Oct, 26

Salary

0.0

Posted On

17 Jul, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Acquisition, Sales, Relationship Management, Cross-selling, Cold Calling, Financial Product Sales, Lead Generation, Digital Banking

Industry

Banking

Description

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. 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.

Responsibilities

Acquire new customers for Savings and Current Accounts through field activities and open market sourcing. Drive the cross-selling of financial products including insurance, SIPs, and loans to expand the bank's digital footprint.