Relationship Manager-SARAL LOANS-Marketing Branches Operations

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

Job summary

Kotak Mahindra Bank is seeking a Relationship Manager to grow the Commercial Vehicle business under the Saral Auto segment. The role blends customer service with targeted sales, focusing on liability and investment products while strengthening relationships through cross-selling and referrals.

You will handle account opening, DMAT services, and grievance resolution, educate customers on product features, and pursue sales targets through cross-selling.

Qualifications

• Experience in financial services or banking.
• Blend of service and sales orientation.
• Proven ability to cross-sell and generate 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 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.

Skills

Customer service

Sales orientation

Cross-selling

Relationship management

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: