Relationship Officer
Kotak Mahindra BankThiruvananthapuram
Not disclosed
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 LevelJob role
Work locationThiruvananthapuram, Kerala, India
DepartmentBanking / Insurance / Financial Services
Role / CategoryBanking/Loan Sales
Employment typeFull Time
ShiftDay Shift
Job requirements
ExperienceMin. 1 year
About company
NameKotak Mahindra Bank
Job posted by Kotak Mahindra Bank
Similar jobs you can apply for
Retail / Counter SalesSales Manager
Topslick Management ServicesThiruvananthapuram
₹25,000 - ₹35,000

Area Sales Manager
Akshaya Insurance Brokers Private LimitedUlloor, Thiruvananthapuram
₹20,000 - ₹1,10,000*
Retail Sales Executive
Teamlease Services LimitedThiruvananthapuram
₹20,000 - ₹35,000*
TRAINEE MANAGER
XclusiveThiruvananthapuram
₹15,000 - ₹28,000*

Sales & Marketing Executive
Ambience InteriorsChenthitta, Thiruvananthapuram
₹10,000 - ₹17,000
Sales & Marketing Executive
V V AgenciesPoojapura, Thiruvananthapuram
₹16,500 - ₹20,000*