Relationship Manager-SARAL LOANS-Marketing Branches Operations

Kotak Mahindra Bank; Bikaner; On-site; INR 600,000 - 900,000; Full time

Job summary

Kotak Mahindra Bank is seeking a Relationship Manager to grow the Commercial Vehicle business under the Saral Auto segment. You will handle customer service requests, promote liability and investment products, and build relationships through cross-selling and referrals.

The role blends service and sales within financial services, with a focus on achieving targets while maintaining high service standards.

Qualifications

• Experience in banking or financial services.
• Proven ability to cross-sell and meet sales targets.
• Strong customer service and grievance-resolution skills.

Responsibilities

• Handle customer service tasks including account handling and grievance resolution.
• Educate customers on product features and assist with service requests.
• Achieve sales targets for bank and investment products through cross-selling.
• Enhance customer value by offering relevant financial solutions.
• Support relationship managers dealing with HNI clients and reduce attrition.

Skills

Customer focus

Sales-driven

Relationship management

Cross-selling

Referral generation

Financial services knowledge

Tools

CRM systems

Job description

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.

Responsibilities

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.

Requirements: