Relationship Manager-SARAL LOANS-Marketing Branches Operations

Kotak Mahindra Bank Ltd; Durgapur; On-site; INR 450,000 - 850,000; Full time

Job summary

A Relationship Manager is sought to grow the Commercial Vehicle (CV) business under the SA segment, delivering a blend of service and sales excellence. You will handle customer inquiries, process account openings, DMAT services and educate customers on product features.

The role requires achieving sales targets through cross-selling and referrals, resolving grievances, and supporting relationship managers serving HNI clients, while maintaining strong customer relationships and low attrition

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.