Relationship Manager - Commercial Vehicle Segment

Kotak Mahindra Bank Limited; Rohtak; On-site; INR 500,000 - 900,000; Full time

Job summary

Kotak Mahindra Bank Limited is seeking a service‑oriented Relationship Manager for the Commercial Vehicle segment in Rohtak.

The role focuses on managing customer relationships, handling service requests, and driving sales of banking and investment products through cross‑selling and referrals.

Qualifications

• Experience in financial services or banking is required.
• Role focuses on customer engagement and sales performance.
• Must handle customer service tasks and educate customers on product features.

Responsibilities

• Manage customer relationships and drive business in the Commercial Vehicle (CV) segment.
• Handle customer service requests and educate customers on product features.
• Assist with service requests like cheque book issuance and DMAT services.
• Achieve sales targets for bank and investment products through cross-selling and referrals.
• Enhance customer value by offering relevant financial solutions beyond stated needs.
• Acquire new customers through referrals and deliver high-quality service.

Skills

Sales driven

Customer service

Relationship management

Cross-selling

Referral generation

Job description

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

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