Relationship Manager-SARAL LOANS-Marketing Branches Operations

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

Job summary

Kotak Mahindra Bank is seeking a Relationship Manager to grow the Commercial Vehicle CV business under the Saral Auto segment. The role combines customer service, product education, and proactive cross-selling to meet bank and investment targets.

The ideal candidate blends service orientation with sales drive and prior banking/financial services experience, supporting both customer service tasks and revenue growth.

Qualifications

• Experience in financial services or banking.
• Blend of service and sales orientation.
• Ability to handle customer service and sales tasks.

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.

Skills

Customer-focused

Sales-driven

Relationship management

Cross-selling

Banking/Financial services experience

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: