Relationship Manager-LIGHT COMMERCIAL VEHICLE-Business Development

Kotak Mahindra Bank; Chennai District; On-site; INR 300,000 - 420,000; Full time

Job summary

Kotak Mahindra Bank is seeking graduates with 1-3 years of experience in financial services or banks for a customer service and sales role in Chennai. The position blends service with sales targets, including account openings, product education, and cross-selling opportunities.

The role emphasizes delivering quality advice, quick service, and back-up support to relationship managers, while driving customer acquisition through referrals and maintaining low attrition.

Qualifications

• Graduates with total experience of 1-3 years with relevant exp of at least 1 year in financial services or banks.
• Equal blend of service and sales orientation. In the absence of equality, sales orientation as a skew will be acceptable.
• Experienced customer service candidates from financial services with sales orientation can be considered.

Responsibilities

• Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance.
• Provide quality advice as determined by customers and supervisor.
• Meet speed and efficiency targets in service delivery.
• Achieve bank and investment product sales targets and cross-sell assets.
• Back-up to relationship managers handling HNI relationships and ensure low attrition.
• Drive customer acquisition through referrals from existing customers.

Skills

Customer service

Sales

Banking products

Cross-selling

Relationship management

Education

Graduate

Job description

Job Description:

• To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance.
• Quality of advice given to customers as determined by customers and supervisor.
• Speed and efficiency of service given.
• Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value.
• Cross-sale of assets products.
• Back-up to relationship managers holding HNI relationships.
• Ensure low attrition ratios.
• Customer acquisition through referrals from existing customers.

Graduates with total experience of 1-3 years with relevant exp of atleast 1 year in financial services or banks.

Equal blend of service and sales orientation. In the absence of equality, sales orientation as a skew will be acceptable.

Experienced customer service candidates from financial services ( those from MFund, securitieshouses etc)with sales orientation can be considered.