Kotak Mahindra Bank
Relationship Manager-SARAL LOANS-Marketing Branches Operations
Be an Early Applicant
Manage and grow Commercial Vehicle banking relationships within the Saral Auto segment. Handle account opening, DMAT services, customer grievances, cheque book requests, and other service needs. Sell bank and investment products through cross-selling and referrals, meet sales targets, provide tailored financial solutions, support HNI relationship managers, and help maintain low customer attrition while delivering strong service.
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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Insurance • Payments • Financial Services
Manage and grow the Commercial Vehicle business within the Saral Auto segment. Handle customer service requests, account opening, DMAT services, grievances, and cheque book issuance. Sell banking and investment products through cross-selling and referrals, provide tailored financial solutions, support HNI relationship managers, and maintain customer relationships while meeting sales targets and reducing attrition.
Insurance • Payments • Financial Services
Manage and grow Commercial Vehicle business within the Saral Auto segment. Handle account opening, DMAT services, customer grievances, cheque book requests, and other service needs. Sell banking and investment products through cross-selling and referrals, support HNI relationship managers, provide tailored financial solutions, and maintain customer relationships while achieving sales targets and reducing attrition.
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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