Kotak Mahindra Bank Logo

Kotak Mahindra Bank

Relationship Manager-CREDIT CARD-Regional sales

Posted 6 Hours Ago
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In-Office
Chennai, Tamil Nadu, IND
Junior
In-Office
Chennai, Tamil Nadu, IND
Junior
Manage customer service for banking accounts, including account opening, grievances, cheque book issuance, and product education. Meet sales targets for bank, investment, asset, and liability products through cross-selling and referrals. Support high-net-worth relationship managers, maintain customer satisfaction, reduce attrition, and acquire new customers. Candidates should have financial services or banking experience with a balanced service and sales orientation.
The summary above was generated by AI
  • To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance.
  • Quality of advice given to customers as determined by customers and supervisor.
  • Speed and efficiency of service given.
  • Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value.
  • Cross-sale of assets products.
  • Back-up to relationship managers holding HNI relationships.
  • Ensure low attrition ratios.
  • Customer acquisition through referrals from existing customers.

  • Graduates with total experience of 1-3 years with relevant exp of atleast 1 year in financial services or banks.
  • Equal blend of service and sales orientation. In the absence of equality, sales orientation as a skew will be acceptable.
  • Experienced customer service candidates from financial services ( those from MFund, securities  houses etc)  with sales orientation can be considered.

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