Relationship Manager-Two Wheeler Finance-Sales

Kotak Mahindra Bank; Guntur District; On-site; INR 400,000 - 640,000; Full time

Job summary

Kotak Mahindra Bank invites applications for a Relationship Manager role focusing on two-wheeler finance solutions. You will build and nurture customer relationships, assess financial needs, and guide applicants through the finance process with a customer-centric approach.

The position requires strong communication, CRM proficiency, and the ability to meet sales targets. Candidates with a bachelor's degree in finance or related field and 2+ years of relevant experience will fit well in this role.

Qualifications

• A bachelor's degree in finance, business administration, or a related field is preferred.
• Minimum 2 years of experience in relationship management or sales in the finance industry.
• Strong knowledge of two-wheeler finance products.
• Excellent communication and interpersonal skills.
• Ability to build rapport and establish long-term relationships with customers.
• Proficiency in using CRM systems and MS Office applications.
• Analytical skills to interpret data and make informed decisions.
• Strong organizational skills and attention to detail.
• Ability to work independently and manage a high volume of customer interactions.
• A self-motivated and results-driven mindset, with a passion for sales and customer satisfaction.

Responsibilities

• Build and maintain strong relationships with customers, understanding their financial goals and requirements.
• Offer personalized two-wheeler finance solutions, providing expert advice and guidance.
• Process and approve finance applications efficiently, ensuring a smooth and timely experience for customers.
• Stay updated with market trends and competitor offerings to provide competitive finance options.
• Collaborate with the sales team to identify potential leads and convert them into successful finance applications.
• Maintain accurate records and documentation for all finance transactions.
• Address customer inquiries and concerns promptly, providing excellent customer service.
• Conduct market research and analyze customer feedback to improve finance products and services.
• Attend industry events and network with potential clients to expand our customer base.
• Ensure compliance with all regulatory and legal requirements in finance operations.

Skills

Communication skills

Interpersonal skills

CRM systems

MS Office

Education

Bachelor's degree in finance, business administration, or related field

Tools

CRM systems

MS Office

Job description

Job Description:

As a Relationship Manager, you will be the face of our company, representing Kotak Mahindra Prime Ltd in the market. Your primary focus will be on developing and nurturing relationships with customers, understanding their financial needs, and offering tailored two-wheeler finance solutions. You will be responsible for driving sales and ensuring customer satisfaction throughout the finance process.

Responsibilities

• Build and maintain strong relationships with customers, understanding their financial goals and requirements.
• Offer personalized two-wheeler finance solutions, providing expert advice and guidance.
• Process and approve finance applications efficiently, ensuring a smooth and timely experience for customers.
• Stay updated with market trends and competitor offerings to provide competitive finance options.
• Collaborate with the sales team to identify potential leads and convert them into successful finance applications.
• Maintain accurate records and documentation for all finance transactions.
• Address customer inquiries and concerns promptly, providing excellent customer service.
• Conduct market research and analyze customer feedback to improve finance products and services.
• Attend industry events and network with potential clients to expand our customer base.
• Ensure compliance with all regulatory and legal requirements in finance operations.

Qualifications

• A bachelors degree in finance, business administration, or a related field is preferred.
• Minimum 2 years of experience in relationship management or sales, preferably in the finance industry.
• Strong knowledge of two-wheeler finance products and the ability to explain complex financial concepts.
• Excellent communication and interpersonal skills, with a customer-centric approach.
• Ability to build rapport and establish long-term relationships with customers.
• Proficiency in using CRM systems and MS Office applications.
• Analytical skills to interpret data and make informed decisions.
• Strong organizational skills and attention to detail.
• Ability to work independently and manage a high volume of customer interactions.
• A self-motivated and results-driven mindset, with a passion for sales and customer satisfaction.

Requirements: