Relationship Manager-SARAL LOANS-Marketing Branches Operations

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

Job summary

Kotak Mahindra Bank Ltd in India seeks a Relationship Manager for the Commercial Vehicle (CV) business under the Saral Auto segment. You will manage customer relationships, handle service requests, and drive cross-selling of bank and investment products.

Responsibilities include opening accounts, DMAT services, grievance resolution, and educating customers on product features. You will work to achieve sales targets while balancing service excellence and customer value, supporting HNI handling

Qualifications

• Experience in financial services or banking with sales exposure.
• Strong customer service and cross-selling abilities.
• Ability to educate customers on product features and resolve service requests.

Responsibilities

• Manage and grow the Commercial Vehicle (CV) business under the Saral Auto segment.
• Handle customer service requests, account opening, DMAT services, and grievance resolution.
• Educate customers on product features and assist with 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 balance service excellence with sales performance.

Tools

DMAT services

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.