Relationship Manager

Kotak Mahindra Bank Limited; Kaithal; On-site; INR 600,000 - 800,000; Full time

Job summary

Kotak Mahindra Bank Limited in India seeks a Relationship Manager-SARAL LOANS-Marketing Branches Operations to manage and grow the CV business under the SA segment, focusing on service and sales to customers.

You will handle account opening, DMAT services, grievance resolution, educate customers on features, and aim to meet sales targets through cross-selling and referrals while supporting relationship managers for HNI clients.

Qualifications

• Blend of service and sales orientation.
• Experience in financial services or banking.
• Ability to cross-sell and refer customers.

Responsibilities

• Handle customer service requests and manage client relationships.
• Sell liability and investment products; achieve sales targets through cross-selling and referrals.
• Educate customers on product features and assist with service requests (e.g., account opening, DMAT services, grievance resolution).
• Assist with cheque book issuance and other banking services.

Skills

Customer focus

Sales driven

Cross-selling

Relationship management

Financial services

Banking experience

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