Relationship Officer-811-Digital Banking Kotak 811-Sales

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๐Ÿ“ Coimbatore, Tamil Nadu, IndiaFull time

About this role

We are seeking a Relationship Officer to join our Digital Banking team at Kotak Mahindra Bank Ltd. The successful candidate will play a crucial role in driving sales and building strong customer relationships for our Kotak 811 digital banking platform.

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As a Relationship Officer, you will be responsible for acquiring new customers and cross-selling our digital banking products and services. You will build and maintain strong relationships with customers, understand their financial needs, and provide tailored solutions. Your role will involve actively promoting and demonstrating the benefits of our digital banking platform, Kotak 811, to potential and existing customers.

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Responsibilities
  • Acquire new customers and meet sales targets for Kotak 811 digital banking platform.
  • Build and maintain strong customer relationships, ensuring a high level of satisfaction.
  • Understand customer needs and provide personalized financial solutions.
  • Cross-sell and up-sell Kotak Mahindra Bank's products and services to existing customers.
  • Stay updated on digital banking trends and market dynamics to offer relevant solutions.
  • Collaborate with the marketing team to develop and execute effective sales strategies.
  • Provide excellent customer service and resolve queries and complaints promptly.
  • Maintain accurate records and documentation of customer interactions and sales activities.
  • Attend training sessions and workshops to enhance your product knowledge and sales skills.
  • Represent Kotak Mahindra Bank at various events and conferences to promote our digital banking offerings.
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Qualifications
  • Bachelor's degree in Business, Finance, Marketing, or a related field.
  • Minimum 2 years of experience in sales or customer relationship management, preferably in the banking or financial services industry.
  • Strong communication and interpersonal skills, with the ability to build rapport with customers.
  • Excellent customer service orientation and a passion for delivering exceptional experiences.
  • Proficiency in using digital banking platforms and a basic understanding of digital marketing.
  • Ability to work independently and manage a diverse customer base.
  • Analytical skills to interpret customer data and identify sales opportunities.
  • Flexibility to work in a fast-paced, target-driven environment.
  • Willingness to continuously learn and adapt to new technologies and trends in digital banking.
  • Fluency in English and any other regional languages is an added advantage.
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.

Frequently Asked Questions

Is the salary disclosed for the Relationship Officer-811-Digital Banking Kotak 811-Sales position at Kotak Additional?
The salary for this Relationship Officer-811-Digital Banking Kotak 811-Sales role at Kotak Additional is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Relationship Officer-811-Digital Banking Kotak 811-Sales position at Kotak Additional located?
This Relationship Officer-811-Digital Banking Kotak 811-Sales role at Kotak Additional is based in Coimbatore, Tamil Nadu, India. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Relationship Officer-811-Digital Banking Kotak 811-Sales role at Kotak Additional full-time or part-time?
This is listed as a Full time position. It is posted as a Relationship Officer-811-Digital Banking Kotak 811-Sales role at Kotak Additional.
How do I apply for the Relationship Officer-811-Digital Banking Kotak 811-Sales position at Kotak Additional?
Click the "Apply Now" button on this page. You will be redirected to Kotak Additional's official application portal hosted on oraclecloud where you can submit your application directly.
When was the Relationship Officer-811-Digital Banking Kotak 811-Sales job at Kotak Additional posted?
This Relationship Officer-811-Digital Banking Kotak 811-Sales position at Kotak Additional was posted on Sep 5, 2026. Apply as soon as possible โ€” early applications are often reviewed first.
Relationship Officer-811-Digital Banking Kotak 811-Sales
Kotak Additional
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