Kotak Mahindra Bank

Relationship Officer

Kotak Mahindra Bank
Pune
Not disclosed
Work from OfficeWork from Office
Full TimeFull Time
Min. 1 yearMin. 1 year

Job Description

Relationship Officer-811-Digital Banking Kotak 811-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. 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.

Experience Level

Mid Level

Job role

Work location
Work locationPune, Maharashtra, India
Department
DepartmentBanking / Insurance / Financial Services
Role / Category
Role / CategoryBanking/Loan Sales
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceMin. 1 year

About company

Name
NameKotak Mahindra Bank
Job posted by Kotak Mahindra Bank

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