Relationship Manager-SARAL LOANS-Marketing Branches Operations

Kotak Mahindra Bank Ltd; Moradabad; On-site; INR 500,000 - 800,000; Full time

Job summary

Kotak Mahindra Bank Ltd is seeking a customer-focused Relationship Manager to manage and grow the Commercial Vehicle (CV) business under the Saral Auto segment. The role emphasizes servicing existing clients while driving sales of liability and investment products, with a strong cross-selling mindset.

You will educate customers on product features, handle service requests such as account opening and grievance resolution, work to meet sales targets, and support senior RM colleagues managing

Qualifications

• Experience in financial services or banking.
• Customer-focused and sales-driven approach.

Responsibilities

• Handle customer service requests and educate customers on product features.
• Sell liability and investment products and drive cross-selling and referrals.
• Assist with service requests like cheque book issuance and account openings.
• Achieve sales targets while maintaining service quality and customer value.
• Support RM teams handling HNI clients and balance service excellence with sales growth.

Skills

Customer service

Sales orientation

Cross-selling

Financial services

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.