Relationship Manager-SARAL LOANS-Marketing Branches Operations

Kotak Mahindra Bank; Indore District; On-site; INR 500,000 - 800,000; Full time

Job summary

Kotak Mahindra Bank is seeking a Relationship Manager for the Commercial Vehicle (CV) business under Saral Auto segment in Indore. You will manage customer service requests, promote liability and investment products, and grow relationships through cross-selling and referrals.

The role blends service excellence with sales focus, requiring experience in financial services or banking and a customer-centric approach.

Qualifications

• Experience in financial services or banking.
• Ability to handle customer requests and service tasks.

Responsibilities

• Handle account opening, DMAT services, and grievance resolution.
• Educate customers on product features and assist with service requests.
• Achieve sales targets for bank and investment products via cross-selling.

Skills

Customer service

Sales orientation

Cross-selling

Relationship management

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: