Relationship Manager-COMMERCIAL VEHICLE-Marketing Branches Operations

Kotak Mahindra Bank Ltd; Chennai District; On-site; INR 450,000 - 650,000; Full time

Job summary

Kotak Mahindra Bank Ltd seeks a Relationship Manager to manage customer relationships and drive business in the Commercial Vehicle (CV) segment in India. The role involves handling customer service requests, selling liability and investment products, and cross-selling/referrals to enhance customer value.

The ideal candidate has banking/financial services experience, strong customer engagement, and a proven sales performance track record.

Qualifications

• Demonstrated ability to manage customer relationships in a banking/financial services setting.
• Proven track record in achieving sales targets and cross-selling financial products.
• Strong focus on customer engagement and service excellence.

Responsibilities

• Manage customer relationships and drive business in the Commercial Vehicle segment.
• 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 financial solutions beyond stated needs and refer high-net-worth clients to relationship managers.

Skills

Relationship management

Sales orientation

Customer service

Cross-selling

Financial services

Banking

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.