Relationship Manager-SARAL LOANS-Marketing Branches Operations

Kotak Mahindra Bank Ltd; Salem; On-site; INR 350,000 - 650,000; Full time

Job summary

Kotak Mahindra Bank Ltd. invites a customer-focused Relationship Manager to oversee and grow the Commercial Vehicle (CV) business under the Saral Auto segment.

The role emphasizes handling customer service requests, selling liability and investment products, and expanding relationships through cross-selling and referrals, with a blend of service and sales orientation. Located in Salem, Tamil Nadu, the position requires experience in financial services or banking.

Qualifications

• Experience in financial services or banking is preferred.
• Blend of service and sales orientation is desirable.

Responsibilities

• Handle customer service requests and inquiries.
• Sell liability and investment products and achieve sales targets through cross-selling and referrals.
• Educate customers on product features and assist with service requests like cheque book issuance.

Skills

Customer service

Sales orientation

Cross-selling

Relationship building

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.