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Location: Mumbai, India
Job Description
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.
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.
Job Info
Job Identification
273674
Job Category
Consumer Bank
Posting Date
11/04/2026
Apply Before
02/01/2027
Degree Level
Bachelor's Degree
Job Schedule
Full time
Job Shift
Day
Locations
Ground floor, 205-B, Parvati Nivas, Plot No.205-B,, Mumbai, Maharashtra, 400031, IN
(On-site)
Job data: Headcount Labs (headcountlabs.com), ODbL 1.0. The job description belongs to the employer. Location data © OpenStreetMap contributors and Overture Maps.
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In Mumbai (on-site).
It is a full time job.
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