Relationship Manager-SARAL LOANS-Marketing Branches Operations

Kotak Mahindra Bank; Vadodara; On-site; INR 400,000 - 700,000; Full time

Job summary

Kotak Mahindra Bank is seeking a Customer-focused Relationship Manager to grow the Commercial Vehicle segment under Saral Auto. You will handle customer service requests, educate clients on banking products, and support cross-selling.

The role emphasizes sales and service balance, with responsibilities across account opening, investment product referrals, and resolving grievances while maintaining strong relationships with clients.

Qualifications

• Experience in financial services or banking.
• Strong service and sales orientation.
• Ability to cross-sell and refer to investment 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.

Skills

Relationship management

Sales

Financial services

Customer service

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.