Relationship Manager-SARAL LOANS-Marketing Branches Operations

Kotak Mahindra Bank; Durgapur; On-site; INR 400,000 - 650,000; Full time

Job summary

Kotak Mahindra Bank seeks a Relationship Manager to manage and grow the Commercial Vehicle (CV) business under the Saral Auto (SA) segment. The role combines customer service with sales, focusing on liability and investment products and strengthening relationships through referrals and cross-selling.

The ideal candidate blends service excellence with a sales mindset and has experience in financial services or banking, to support HNI clients and maintain low attrition while achieving targets.

Qualifications

• Experience in financial services or banking.
• Strong customer service and sales orientation.
• Ability to cross-sell and refer banking products.

Responsibilities

• Handle customer service tasks including account opening 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 stated needs.

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