Relationship Manager

Kotak Mahindra Bank Limited; Anakapalli; On-site; INR 600,000 - 900,000; Full time

Job summary

Kotak Mahindra Bank Limited is seeking a Relationship Manager for the Saral Loans and Marketing Branches Operations to drive CV loan growth and manage client accounts. The role emphasizes customer service, cross-selling, and building long-term relationships with clients in the SV segment.

The candidate should balance service excellence with sales performance, handle account opening, DMAT services, and grievance resolution while achieving targets and delivering value-added financial solutions.

Qualifications

• Experience in financial services or banking is preferred.
• Strong customer service and sales blend required.
• Ability to open accounts, assist with DMAT and resolve grievances.

Responsibilities

• Handle customer service requests and process banking actions.
• Achieve sales targets through cross-selling and referrals.
• Educate customers on product features and assist with service requests.

Skills

Customer focus

Sales orientation

Cross-selling

Relationship mgmt

Job description

Relationship Manager-SARAL LOANS-Marketing Branches Operations

We are looking for a customer-focused and sales-driven Relationship Manager to manage and grow the Commercial Vehicle (CV) business under the Saral Auto (SA) segment. The role involves handling customer service requests, selling liability and investment products, and enhancing customer relationships through cross-selling and referrals. The ideal candidate should have a blend of service and sales orientation with experience in financial services or banking. Handle customer service tasks including account opening, DMAT services, and grievance resolution. Educate customers on product features and assist with service requests like cheque book issuance. Achieve sales targets for bank and investment products through cross-selling and referrals. Enhance customer value by offering relevant financial solutions beyond their stated needs. Support relationship managers handling HNI clients and ensure low attrition rates. Maintain a balance between service excellence and sales performance. Experience Level Mid Level