Relationship Manager-Vishwas-Sales

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

Job summary

Kotak Mahindra Bank is seeking a Relationship Manager– Vishwas in Surat. The role focuses on managing Vishwas HL and LAP products, driving cross-sell including CASA and TPP, and coordinating with branches, DSA, and builders to meet targets while maintaining customer satisfaction.

The candidate will lead a team of executives, enhance channel partnerships, and ensure compliance with banking practices, aiming for strong sales growth and service quality.

Qualifications

• 2-5 years of experience in relationship management or sales roles.
• Excellent interpersonal and relationship-building abilities.
• Strong influencing skills to drive business with internal and external partners.
• Knowledge of secured banking products is preferred.

Responsibilities

• Products include Vishwas HL and LAP.
• Lead a team of executives to achieve business targets (volume, cross-sell, insurance, etc.).
• Develop and deepen relationships with channels (Kotak branches, DSA, builder).
• Achieve team targets and sales volume while maintaining productivity.
• Ensure customer satisfaction as measured by NPS metrics.
• Coordinate with Credit, Operations, Legal, and Technical teams to drive business outcomes.
• Cross-sell CASA and TPP; ensure compliance with business practices.

Skills

Interpersonal skills

Relationship building

Influencing skills

Sales skills

Job description

Job Description:

Relationship Manager– Vishwas

Roles & Responsibilities

• Products include Vishwas HL and LAP
• Handle team of executives to achieve business targets (Volume, Cross-sell, Insurance etc.).
• Manage, develop and enhance deepening of the relationship with Channels (Kotak Branches, DSA, Builder)
• Responsible for achieving team targets and sales volume.
• Ensuring team productivityalong with location productivity
• Ensure customer satisfaction as measured trough NPS metrics
• Effective management of working relationships (e.g. Credit, Operations, Legal, Technical etc.) to drive business outcomes
• Responsible for cross sell of CASA and TPP.
• Administer and ensure compliance to all business practices.

Person Requirements

• Professionals with minimum 2-5 years of experience.
• Good interpersonal and relationship building skills.
• Influencing skills for driving business with both internal and external channel partners
• Knowledge of secured banking products is preferer.