Relationship Manager-SARAL LOANS-Marketing Branches Operations

Kotak Mahindra Bank Ltd; Coimbatore District; On-site; INR 400,000 - 600,000; Full time

Job summary

Kotak Mahindra Bank Ltd invites a Relationship Manager to drive Commercial Vehicle (CV) business under the Saral Auto segment. You will blend service excellence with sales, handling customer requests, educating on product features, and cross-selling liability and investment solutions to grow relationships.

You will support HNI client handling teams, manage account openings, grievance resolution, DMAT services, cheque-related requests, and referrals to achieve targets while maintaining high

Qualifications

• Experience in financial services or banking.
• Sales-driven with cross-selling and referrals in a banking context.
• Ability to educate customers on product features.

Responsibilities

• Handle customer service requests, account opening, DMAT services, and grievance resolution.
• Sell liability and investment products and achieve sales targets through cross-selling.
• Enhance customer relationships through cross-selling and referrals.
• Support relationship managers handling HNI clients and reduce attrition.
• Balance service excellence with sales performance.

Skills

Customer service

Sales orientation

Cross-selling

Financial services experience

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.