Relationship Manager-COMMERCIAL VEHICLE-Marketing Branches Operations

Kotak Mahindra Bank Ltd; Agra District; On-site; INR 350,000 - 550,000; Full time

Job summary

Kotak Mahindra Bank Ltd in Agra is seeking a Relationship Manager for the Commercial Vehicle segment to manage customer relationships and drive sales.

You will handle service requests, educate customers on banking products, and achieve targets through cross-selling and referrals, while supporting HNI relationships and delivering high-quality service.

Strong interpersonal skills and prior experience in financial services are preferred; location is Agra, Uttar Pradesh, India.

Qualifications

• Experience in financial services or banking is preferred.
• Strong focus on customer engagement and sales performance.
• Ability to handle multiple service requests and resolutions.

Responsibilities

• Handle customer service tasks such as account openings 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 like cheque book issuance.
• Acquire new customers through referrals and deliver high-quality service.

Skills

Relationship management

Sales & cross-selling

Customer service

Banking products

Job description

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. The role involves handling customer service requests, selling liability and investment products, and enhancing customer value through cross‑selling and referrals. The ideal candidate should have experience in financial services or banking, with a strong focus on customer engagement and sales performance.

Handle customer service tasks such as 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. Acquire new customers through referrals and deliver high-quality service.