Relationship Manager-SARAL LOANS-Marketing Branches Operations

Kotak Mahindra Bank; Shivpuri district; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Kotak Mahindra Bank is seeking a Relationship Manager to grow the Commercial Vehicle (CV) business under the Saral Auto segment. The role blends service orientation with sales by handling customer requests, educating on products, and cross-selling bank and investment solutions.

You'll work to strengthen client relationships, support other relationship managers for HNI clients, and aim to reduce attrition while balancing service quality with sales targets in a dynamic banking environment.

Qualifications

• Customer-focused and sales-driven individual preferred.
• Experience in financial services or banking desirable.
• Strong ability to handle customer service requests and cross-sell financial products.

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.

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: