Relationship Manager - Commercial Vehicle Business

Kotak Mahindra Bank Limited; Alibag; On-site; INR 420,000 - 620,000; Full time

Job summary

Kotak Mahindra Bank Limited is seeking a Relationship Manager for the Commercial Vehicle (CV) segment in Alibag. The role focuses on servicing customers, achieving sales targets, and strengthening client relationships within Saral Auto.

You will promote liability and investment products while assisting with account services and grievance resolution. Ideal candidates blend service and sales orientation with banking experience, and will support handling HNI clients, ensuring high service quality

Qualifications

• Blend of service and sales orientation with experience in financial services or banking.
• Handle account opening, DMAT services, and grievance resolution.
• Educate customers on product features and assist with service requests like cheque book issuance.

Responsibilities

• Manage and grow the Commercial Vehicle (CV) business under the Saral Auto segment.
• Sell liability and investment products through cross‑selling and referrals.
• Enhance customer relationships and maintain low attrition rates.
• Support relationship managers handling HNI clients and ensure balance between service and sales.

Skills

Customer service

Sales-driven

Cross-selling

Relationship management

Banking experience

Job description

Relationship Manager_Commercial Vehicle (CV)-Saral Auto-SA-Marketing Branches Ops_Alibag

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‑events? (??) Actually the text is mistakenly truncated: 'and. Achieve sales targets...' 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