Relationship Manager-SARAL LOANS-Marketing Branches Operations

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

Job summary

Kotak Mahindra Bank Ltd is seeking a Relationship Manager to grow the Commercial Vehicle (CV) business under the Saral Auto segment in Odisha. You will balance service excellence with sales targets, handling customer queries, onboarding, and cross-selling banking and investment products.

You'll educate customers on product features, resolve grievances, and support higher-net-worth clients, driving referrals while maintaining strong client relationships and low attrition.

Qualifications

• Experience in financial services or banking.
• Strong customer-facing skills.
• Target-driven with ability to exceed sales goals.

Responsibilities

• Handle customer service requests and account-related tasks.
• Sell liability and investment products through cross-selling.
• Educate customers on product features and benefits.
• Support relationship managers and maintain client relationships.

Skills

Customer service

Sales orientation

Cross-selling

Banking experience

Financial products knowledge

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.