Relationship Manager

Kotak Mahindra Bank; Indore District, Rajkot, Vadodara; On-site; INR 450,000 - 650,000; Full time

Job summary

Kotak Mahindra Bank is seeking a retail banking sales professional at a branch in Indore. The role focuses on acquiring new-to-bank customers, cross-selling a range of retail products, and meeting monthly and annual business targets. You will build strong customer relationships and address queries promptly.

Graduate candidates with 2–4 years in retail banking sales ( CASA, branch banking ) are preferred; MBA/PGDM is a plus for this position.

Qualifications

• Graduate in any discipline.
• MBA/PGDM preferred.
• 2 to 4 years of experience in Retail Banking Sales, Branch Banking, CASA Sales.

Responsibilities

• Acquire NTB customers via branch walk-ins, references and field sourcing.
• Drive sales of retail banking products including Savings Accounts, Current Accounts, Fixed Deposits, Recurring Deposits, Debit Cards, Personal Loans, Home Loans, LAP, Insurance, Investment & Wealth Products.
• Generate cross-sell and up-sell opportunities from the existing customer base.
• Achieve monthly, quarterly, and annual business targets.
• Build and maintain strong relationships with customers.
• Understand customer financial needs and recommend suitable banking solutions.
• Handle customer queries, service requests and grievances promptly.

Skills

Retail Banking Sales

Education

Graduate in any discipline

MBA/PGDM preferred

Job description

Role & responsibilities

• Acquire new-to-bank (NTB) customers through branch walk-ins, references, and field sourcing.
• Drive sales of retail banking products including:
  • Savings Accounts
  • Current Accounts
  • Fixed Deposits
  • Recurring Deposits
  • Debit Cards
  • Personal Loans
  • Home Loans
  • LAP (Loan Against Property)
  • Insurance Products
  • Investment & Wealth Products
• Generate cross-sell and up-sell opportunities from the existing customer base.
• Achieve monthly, quarterly, and annual business targets.
• Build and maintain strong relationships with customers.
• Understand customer financial needs and recommend suitable banking solutions.
• Ensure high customer satisfaction and long-term engagement.
• Handle customer queries, service requests, and grievances promptly.

Preferred candidate profile

• Graduate in any discipline.
• MBA/PGDM preferred.
• 2 to 4 years of experience in Retail Banking Sales, Branch Banking, CASA Sales