Relationship Officer-811_Digital Banking Kotak 811-Sales_Surat

Own 100% field-based customer acquisition for Savings and Current Accounts via various open market methods including cold calling and referrals.

Drive cross-selling of financial products like Life Insurance, General Insurance, SIP, Personal Loans, and Fixed Deposits within assigned pin-code mapped areas.

Build and maintain strong customer relationships to improve engagement and product penetration, ensuring compliance with bank processes and service standards.

Experience Requirement: Not explicitly mentioned in the JD.

Must be capable of conducting extensive field-based sales activities including cold calls and customer visits.

Familiarity with digital banking products and cross-selling financial products is implied but not explicitly stated.

Work location: Must operate within assigned geographical areas mapped by pin code.

Experienced in high-energy, field-based sales environments focusing on acquiring and retaining banking customers.

Proven ability to achieve sales and cross-sell targets using open market and referral channels.

Comfortable and effective working in mapped territories managing multiple financial product lines and customer relationships.