Relationship Manager-SARAL LOANS-Marketing Branches Operations

Kotak Mahindra Bank Ltd; Sankagiri; 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 business within the Saral Auto segment. You will handle customer service requests, promote liability and investment products, and strengthen relationships through cross-selling and referrals.

The role blends service and sales, requiring banking experience, and includes supporting relationship managers for HNI clients while balancing service excellence with sales targets.

Qualifications

• Experience in financial services or banking.
• Blend of service and sales orientation.
• Handle account opening, DMAT services, and grievance resolution.
• Educate customers on product features.
• Achieve sales targets through cross-selling and referrals.

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.
• Support relationship managers handling HNI clients and ensure low attrition rates.
• Maintain a balance between service excellence and sales performance.

Skills

Customer service

Sales orientation

Cross-selling

Relationship building

Communication

Tools

DMAT services

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.