Relationship Manager-SARAL LOANS-Marketing Branches Operations

Kotak Mahindra Bank; Udaipur District; On-site; INR 480,000 - 680,000; 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 focuses on customer service, selling liability and investment products, and expanding relationships through cross-selling and referrals.

Ideal candidates blend service and sales orientation with experience in financial services or banking, and will educate customers on product features and resolve service requests efficiently.

Qualifications

• Experience in financial services or banking.
• Blend of service and sales orientation.
• Ability to educate customers on product features.

Responsibilities

• Handle customer service requests including account opening and other banking tasks.
• Sell liability 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.

Skills

Customer-focused

Sales-driven

Cross-selling

Financial services experience

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: