Relationship Manager-SARAL LOANS-Marketing Branches Operations

Kotak Life Insurance; Rajkot; On-site; INR 250,000 - 350,000; Full time

Job summary

Kotak Life Insurance invites applications for Relationship Manager-Commercial Vehicle (CV) at Saral Auto-Marketing Branches Operations. The role blends service and sales, handling account openings, grievances, product feature education, and cheque-book issuance.

Responsibilities include cross-selling assets products, achieving bank and investment targets, customer acquisition via referrals, and back-up to other RMs.

Qualifications

• Graduate with 1–3 years total experience.
• At least 1 year experience in financial services or banks.
• Balanced service and sales orientation; willingness to sell and advise.

Responsibilities

• Handle customer service tasks: account opening, DMAT opening, grievances.
• Educate customers on product features and issue cheques as required.
• Cross-sell assets products and drive sales targets for bank/investment products.
• Provide back-up to relationship managers and support customer acquisition via referrals.
• Ensure low attrition and enhance customer value through quality service.

Skills

Customer service

Sales orientation

Cross-selling

Communication skills

Education

Graduate

Job description

About The Role

Relationship Manager-Commercial Vehicle (CV)-Saral Auto-SA-Marketing Branches Operations

JOB DESCRIPTION

To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisition through referrals from existing customers. Graduates with total experience of 1-3 years with relevant exp of atleast 1 year in financial services or banks. Equal blend of service and sales orientation. In the absence of equality, sales orientation as a skew will be acceptable. Experienced customer service candidates from financial services ( those from MFund, securities houses etc) with sales orientation can be considered.