Kotak Mahindra Bank
Relationship Manager-SARAL LOANS-Marketing Branches Operations
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Manage and grow Commercial Vehicle business within the Saral Auto segment. Handle account opening, DMAT services, customer grievances, and other service requests. Sell banking and investment products through cross-selling and referrals, provide tailored financial solutions, support HNI relationship managers, and maintain strong customer relationships while meeting sales and retention targets.
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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 maintain strong customer relationships while balancing service quality and 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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