Relationship Officer-811_Digital Banking Kotak 811-Sales_Hyderabad

Acquire new customers for Savings and Current Accounts through field-based activities including canopy, umbrella, cold calling, referrals, and open market sourcing.

Drive cross-selling of financial products such as Life Insurance, General Insurance, SIP, Personal Loans, and Fixed Deposits within assigned geographical areas.

Build and maintain strong customer relationships to enhance engagement and product penetration while meeting acquisition and sales targets.

Work Experience Required: Not explicitly mentioned in the JD

Field-based sales experience or ability to work 100% in open market environment is implied

Knowledge of financial products like savings/current accounts, insurance, loans, and investments is implied

Location Requirement: Must work within assigned geographical areas (mapped by pin code), specifically Hyderabad as per job title

Experienced in direct customer acquisition and sales in retail banking or financial services in Indian markets.

Comfortable working independently in a fully field-based role focusing on aggressive customer outreach and lead generation.

Capable of managing multiple product sales simultaneously and maintaining relationships to maximize product penetration.