Relationship Manager-SARAL LOANS-Marketing Branches Operations

Kotak Mahindra Bank Ltd; Indore District; On-site; INR 400,000 - 650,000; Full time

Job summary

Kotak Mahindra Bank Ltd is seeking a proactive Relationship Manager to oversee the Commercial Vehicle (CV) business within the Saral Auto segment. The role combines service excellence with sales, addressing customer queries, processing requests, and aligning solutions to client needs.

You will educate customers on bank and investment products, drive cross-selling, and contribute to low attrition by delivering consistent, value-added service and referrals.

Qualifications

• Experience in financial services or banking.
• Ability to cross-sell and refer products.
• Knowledge of banking products and services.

Responsibilities

• Handle customer service requests and account openings.
• Sell liability and investment products through cross-selling and referrals.
• Enhance customer relationships with tailored financial solutions.

Skills

Customer service

Sales orientation

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.