Relationship Manager-SARAL LOANS-Marketing Branches Operations

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

Job summary

Kotak Mahindra Bank is seeking a Relationship Manager to drive Commercial Vehicle (CV) business under the Saral Auto segment. The role combines customer service with selling liability and investment products, aiming to deepen relationships through cross-selling and referrals.

The ideal candidate will balance service excellence with sales performance and contribute to low attrition while supporting RMs handling HNI clients.

Qualifications

• Experience in financial services or banking.
• Blend of service and sales orientation.
• Knowledge of CV financing domain preferred.

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 stated needs.

Skills

Customer service

Sales

Cross-selling

Financial products

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: