Relationship Officer-811_Digital Banking Kotak 811-Sales_Lucknow
Kotak Mahindra Bank · kotak.com
LucknowOn-site
The job in short
Digital banking sales (Kotak 811).
BankingInsuranceCompliance
Details
- Found
- 21 d ago · posted 2026-09-28
- Location as listed
- Lucknow, Uttar Pradesh, India
- Role
- Banker / Relationship Manager
- Source
- The company’s own careers site
Full 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.
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