Kotak Mahindra Bank
Relationship Manager-COMMERCIAL VEHICLE-Marketing Branches Operations
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Manages commercial vehicle customer relationships, handles account services and grievances, and sells banking and investment products through cross-selling and referrals. The role supports HNI relationship managers, acquires new customers, improves customer value, maintains service quality, and helps achieve sales targets while minimizing attrition.
We are looking for a service-oriented and sales-driven Relationship Manager to manage customer relationships and drive business in the Commercial Vehicle (CV) segment. The role involves handling customer service requests, selling liability and investment products, and enhancing customer value through cross-selling and referrals. The ideal candidate should have experience in financial services or banking, with a strong focus on customer engagement and sales performance.
ResponsibilitiesHandle customer service tasks such as 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.
Acquire new customers through referrals and deliver high-quality service.
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