Relationship Manager-COMMERCIAL VEHICLE-Marketing Branches Operations

Kotak Mahindra Bank; Solan; On-site; INR 500,000 - 800,000; Full time

Job summary

Kotak Mahindra Bank is seeking a Relationship Manager to drive business in the Commercial Vehicle segment with a strong emphasis on customer service and proactive cross-selling. The role requires engaging clients, educating them on product features, and delivering high-value financial solutions.

You'll handle service requests, assist with account-related tasks, and work toward achieving sales targets through referrals and tailored banking solutions while supporting relationship managers handling

Job description

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.

Responsibilities

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.