Relationship Manager

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

Job summary

Kotak Mahindra Bank Limited in Prayagraj seeks a Relationship Manager for the Commercial Vehicle segment within Marketing Branches Operations. You will manage customer relationships and drive business growth in the CV segment.

The role emphasizes service orientation, sales-driven performance, and cross-selling of financial products. Collaboration with branch teams and focus on delivering high-quality customer service.

Qualifications

• Experience in financial services or banking, with a strong focus on customer engagement and sales performance.

Responsibilities

• Handle service requests including account opening, DMAT, cheque book issuance, and grievances.
• Sell liability and investment products; hit sales targets via cross-selling and referrals.
• Educate customers on product features and assist with service requests.
• Enhance customer value by offering relevant financial solutions beyond stated needs.
• Support relationship managers handling HNI clients and help reduce attrition.
• Acquire new customers through referrals and deliver high-quality service.

Skills

Customer engagement

Sales performance

Cross-selling

Relationship management

Job description

Relationship Manager – Commercial Vehicle (Marketing Branches Operations)

We are looking for a service‑oriented and sales‑driven Relationship Manager to manage customer relationships and drive business in the Commercial Vehicle (CV) segment.

Responsibilities

• Handle customer service requests, including account opening, DMAT services, cheque book issuance and grievance resolution.
• Sell liability and investment products and achieve sales targets through cross‑selling and referrals.
• Educate customers on product features and assist with service requests.
• Enhance customer value by offering relevant financial solutions beyond their stated needs.
• Support relationship managers handling HNI clients and work to maintain low attrition rates.
• Acquire new customers through referrals and deliver high‑quality service.

Qualifications

Experience in financial services or banking, with a strong focus on customer engagement and sales performance.

Experience Level: Mid Level