Relationship Manager-SARAL LOANS-Marketing Branches Operations

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

Job summary

Kotak Mahindra Bank Ltd in Hyderabad is seeking a Relationship Manager to drive Commercial Vehicle (CV) business under the Saral Auto segment, focusing on service and sales. You will handle customer service tasks, educate clients on product features, and achieve sales targets through cross-selling and referrals, while supporting high net worth clients and managing grievances.

The role blends banking knowledge with customer-centric sales, aiming to enhance customer value by offering relevant

Qualifications

• Experience in financial services or banking.
• Strong customer service and sales skills.
• Ability to achieve targets and drive revenue.

Responsibilities

• Handle customer service requests including account queries and grievance resolution.
• Sell liability and investment products and drive cross-selling and referrals.
• Enhance customer relationships through proactive cross-selling and referrals.
• Support relationship managers handling HNI clients and ensure service excellence.

Skills

Customer service

Cross-selling

Relationship management

Banking 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.