Relationship Manager-SARAL LOANS-Marketing Branches Operations

Kotak Mahindra Bank Ltd; Ahmedabad District; On-site; INR 600,000 - 900,000; Full time

Job summary

Kotak Mahindra Bank Ltd. seeks a Customer-focused Relationship Manager to grow the Commercial Vehicle (CV) business under the Saral Auto segment.

You will handle customer service requests, educate customers on product features, and drive cross-selling and referrals to achieve banking and investment targets. The role requires blending service with sales orientation, supporting HNI clients, and maintaining strong customer relationships while ensuring low attrition.

Qualifications

• Experience in financial services or banking.
• Sales-driven with a service orientation.
• Ability to cross-sell and refer customers.
• Familiarity with account opening and basic banking processes.

Responsibilities

• Handle customer service requests and account opening.
• 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 relationships through cross-selling and referrals.
• Support relationship managers handling HNI clients and ensure low attrition.
• Maintain a balance between service excellence and sales performance.
• Handle DMAT services and grievance resolution.

Job description

We are looking for a customer-focused and sales-driven Relationship Manager to manage and grow the Commercial Vehicle (CV) business under the Saral Auto (SA) segment. The role involves handling customer service requests, selling liability and investment products, and enhancing customer relationships through cross-selling and referrals. The ideal candidate should have a blend of service and sales orientation with experience in financial services or banking.

Handle customer service tasks including 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.

Maintain a balance between service excellence and sales performance.