Bengaluru (Bangalore), Karnataka

Relationship Officer-811___K8169_NEWREQPOS6636

Posted 3 weeks ago

The job in two lines

This role involves acquiring new customers for Savings and Current Accounts and driving sales of financial products like Life Insurance, General Insurance, Systematic Investment Plans, Personal Loans, and Fixed Deposits through field-based activities and relationship building.

Summary by Rezifi's AI, from Kotak Mahindra Bank’s posting. Years and pay appear only when the posting states them.

What you'd do

Conduct 100% field-based customer acquisition for Savings and Current Accounts
Drive cross-selling of financial products
Build and maintain strong relationships with existing customers
Ensure compliance with internal processes and customer service standards

Skills it is built around

Life Insurance (LI)
General Insurance (GI)
Systematic Investment Plans (SIP)
Personal Loans (PL)
Fixed Deposits (FD)

Required

Cold Calling

The facts

Experience: Not stated; The posting names no number of years.
Pay: Not stated; The posting states no pay.
Level: Not stated
Field: Financial sales

The full posting

From Kotak Mahindra Bank’s careers site

As Kotak Mahindra Bank posted it. See the original

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.