Kotak Mahindra Bank
Relationship Officer-811-Digital Banking Kotak 811-Sales
Ludhiana, Punjab, India
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hirly's read of this role
- Seniority
- Mid level
- Country
- IN
- Work mode
- On-site / unstated
- First seen by hirly
- 23 Sept 2026
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the posting
- 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.
- 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.
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