Kotak Mahindra BankVerified employer
Relationship Officer-811_Digital Banking Kotak 811_0412_7474_1056163
Hyderabad, India
On-siteFull-timeMid level
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At a glance
- Education
- Master's
- Industry
- Banking & Finance · 1,001–5,000 employees
- Benefits mentioned
- Life insurance
Skills mentioned
sourcing
About the role
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.