Relationship Officer-811_Digital Banking Kotak 811-Sales_Mumbai

Acquire new customers for Savings and Current Accounts using field-based open market activities such as Canopy, Umbrella, cold calling, referrals, and market sourcing.

Meet acquisition and cross-sell targets for financial products including Life and General Insurance, SIP, Personal Loans, and Fixed Deposits within assigned geographical (pin code) areas.

Maintain strong customer relationships to increase product penetration and ensure compliance with internal processes and service standards.

Work Experience Required: Not explicitly mentioned in the JD

Experience in field sales or customer acquisition in banking or financial services preferred (not explicitly stated).

Ability to conduct 100% field-based customer acquisition in assigned geographical areas.

Not explicitly mentioned: educational qualification, specific technical skills, notice period, or regulatory constraints.

Experienced in high-energy, field-based sales and acquiring new customers from open market channels.

Skilled at managing multiple financial product cross-selling in a geographically assigned area.

Capable of developing and maintaining strong customer relationships to drive engagement and product penetration.