Relationship Manager-COMMERCIAL VEHICLE-Marketing Branches Operations

Kotak Mahindra Bank Ltd; Patiala District; On-site; INR 450,000 - 750,000; Full time

Job summary

Kotak Mahindra Bank Ltd is seeking a Relationship Manager to manage customer relationships in the Commercial Vehicle segment within Patiala, Punjab. The role emphasizes service excellence while driving sales of liability and investment products and cross-selling financial solutions.

The candidate should have a service-oriented mindset and a proven sales track record in financial services, focusing on reducing attrition and increasing wallet share through referrals and personalized solutions.

Qualifications

• Experience in financial services or banking with a focus on customer engagement and sales performance.
• Ability to educate customers on product features and assist with service requests.
• Proven track record in achieving sales targets through referrals and cross-selling.

Responsibilities

• Handle customer service tasks such as account opening and grievance resolution.
• Educate customers on features and assist with DMAT services.
• Achieve sales targets for bank and investment products through cross-selling and referrals.
• Acquire new customers through referrals and deliver high-quality service.

Skills

Customer service

Sales

Cross-selling

Banking experience

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.