Relationship Officer-811_Digital Banking Kotak 811-Sales_Gurgaon
- LocationGurgaon, Haryana, India
- Work typeOn-site
- EmploymentFull-time
- Posted7 November 2026
- SourceKotak Mahindra Bank's careers page (Oracle Recruiting)
Live checkFirst seen 3 h ago; still listed on Kotak Mahindra Bank's careers page 1 h ago.
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Check my fitAbout the role
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.
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