Relationship Manager - Commercial Vehicle Retail Banking

Kotak Mahindra Bank Limited; Lucknow; On-site; INR 400,000 - 700,000; Full time

Job summary

Kotak Mahindra Bank Limited in Lucknow is seeking a Relationship Manager to grow the Commercial Vehicle (CV) segment by delivering friendly service and proactive sales. The role focuses on handling customer service requests and driving business through cross-selling and referrals.

You will educate customers on product features, assist with service requests like cheque book issuance, and work to achieve sales targets while supporting RM teams handling HNI clients.

Qualifications

• Experience in financial services or banking with a 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.
• Acquire new customers through referrals and deliver high-quality service.

Responsibilities

• Manage customer relationships and drive business in the CV segment.
• Handle customer service requests and account-related tasks.
• Cross-sell and refer bank and investment products to clients.
• Support RM handling HNI clients and help reduce attrition.
• Deliver high-quality service and proactive account management.

Skills

Customer engagement

Sales-driven

Cross-selling

Referral generation

Financial product knowledge

Education

Experience in banking/financial services

Job description

Relationship Manager_Commercial Vehicle (CV)-Retail-Marketing Branches Operations_Lucknow

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.

Experience Level Mid Level