Relationship Manager-COMMERCIAL VEHICLE-Marketing Branches Operations

Kotak Mahindra Bank Ltd; Sankagiri; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Kotak Mahindra Bank Ltd is seeking a Relationship Manager for the Commercial Vehicle segment in Tamil Nadu to manage customer relations and drive sales of banking and investment products. You will handle inquiries, educate customers on features, and support cross-selling through referrals.

The role emphasizes customer engagement, service quality, and achieving sales targets while delivering high-value financial solutions to clients and supporting HNI relationship teams.

Qualifications

• Experience in financial services or banking.
• Strong focus on customer engagement and sales performance.

Responsibilities

• Handle customer service tasks and transactions (account opening, DMAT services, grievance resolution).
• Achieve sales targets for bank and investment products via cross-selling and referrals.
• Educate customers on product features and assist with service requests (e.g., cheque book issuance).
• Enhance customer value through 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.

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.