Relationship Officer-811_Digital Banking Kotak 811-Sales_Bhopal

Acquire new customers for Kotak 811 Savings and Current Accounts through field activities including canopy and umbrella campaigns, cold calling, and referrals.

Drive sales and cross-sell financial products such as Life Insurance, General Insurance, Systematic Investment Plans, Personal Loans, and Fixed Deposits within assigned geographic areas.

Build and maintain customer relationships to enhance engagement and achieve sales and cross-sell targets while ensuring compliance with internal processes.

Work Experience Required: Not explicitly mentioned in the JD

Must be capable of conducting 100% field-based customer acquisition and sales activities.

Familiarity with digital banking products like savings/current accounts and various financial products for cross-selling.

Not explicitly mentioned: mandatory educational qualifications, notice period, or location constraints beyond assigned geographical areas.

Experienced in direct sales and customer acquisition in financial services or banking, especially via field activities.

Comfortable working independently in geographically assigned areas with measurable sales targets.

Skilled at building customer relationships and executing cross-selling strategies for multiple financial products.