Relationship Manager-SARAL LOANS-Marketing Branches Operations

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

Job summary

Kotak Mahindra Bank Ltd is seeking a customer-focused and sales-driven Relationship Manager to grow the Commercial Vehicle (CV) business under the Saral Auto (SA) segment. You will handle customer service requests, educate clients on liability and investment products, and drive cross-selling and referrals to strengthen client relationships.

This role blends service excellence with sales performance, supporting relationship managers handling HNI clients and working to reduce attrition while

Qualifications

• 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.

Responsibilities

• 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 service

Sales

Cross-selling

Relationship management

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.