Kotak Mahindra Bank
Relationship Manager-SARAL LOANS-Marketing Branches Operations
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Manage and grow Commercial Vehicle banking relationships within the Saral Auto segment. Handle account opening, DMAT services, grievances, cheque book requests, and other customer service needs. Meet sales targets by cross-selling banking and investment products and generating referrals. Provide tailored financial solutions, support HNI relationship managers, reduce customer attrition, and balance service quality with sales performance.
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.
ResponsibilitiesHandle 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.
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Manage and grow the Commercial Vehicle business within the Saral Auto segment. Handle account opening, DMAT services, grievances, cheque book requests, and other customer service needs. Meet sales targets for banking and investment products through cross-selling and referrals, provide tailored financial solutions, support HNI relationship managers, and minimize customer attrition while balancing service quality with sales performance.
Insurance • Payments • Financial Services
Manage and grow the Commercial Vehicle banking business by serving customers, opening accounts, resolving grievances, supporting DMAT and cheque book services, and selling banking and investment products. The role focuses on cross-selling, referrals, customer retention, relationship enhancement, and supporting high-net-worth client relationship managers while meeting sales targets.
Insurance • Payments • Financial Services
Manage and grow Commercial Vehicle business within the Saral Auto segment. Handle account opening, Demat services, grievance resolution, cheque book requests, and other customer service needs. Sell bank and investment products through cross-selling and referrals, support HNI relationship managers, provide tailored financial solutions, and maintain customer relationships while meeting sales targets and reducing attrition.
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