Kotak Mahindra Bank
Relationship Manager-COMMERCIAL VEHICLE-Marketing Branches Operations
Be an Early Applicant
Manage commercial vehicle customer relationships, resolve banking service requests, and acquire new customers. Sell liability, investment, and other financial products through cross-selling and referrals while meeting sales targets. Support HNI relationship managers, improve customer value, reduce attrition, and deliver high-quality service through account opening, DMAT services, grievance resolution, and customer education.
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.
Kotak Mahindra Bank Mumbai, Maharashtra, IND Office
Mumbai, India
Similar Jobs
Fintech • Payments • Financial Services
Manage commercial vehicle customer relationships, resolve banking service requests, and support account opening and DMAT services. Sell liability, investment, and other financial products through cross-selling and referrals while meeting sales targets. Support HNI relationship managers, acquire new customers, reduce attrition, and provide high-quality customer service.
Fintech • Payments • Financial Services
Manage commercial vehicle customer relationships, resolve banking service requests, support account opening and DMAT services, and sell liability, investment, and other financial products. Drive sales through cross-selling, referrals, and customer acquisition while supporting HNI relationship managers, improving customer value, reducing attrition, and maintaining high service quality.
Financial Services
Develop and support data visualization, analytics, and reporting solutions using Sigma, Qlik Sense, Tableau, Alteryx, Python, and SQL. Build workflow automation, maintain analytics platforms, ensure data quality and compliance, gather stakeholder requirements, deliver insights, and drive continuous improvement across reporting processes and tools.
Top Skills:
AlteryxAWSDatabricksPythonQlik SenseSigmaSQLTableau
What you need to know about the Mumbai Tech Scene
From haggling for the best price at Chor Bazaar to the bustle of Crawford Market, the energy of Mumbai's traditional markets is a key part of the city's charm. And while these markets will always have their place, the city also boasts a thriving e-commerce scene, ranking among the largest in the region. Driven by online sales in everything from snacks to licensed sports merchandise to children's apparel, the local industry is worth billions, with companies actively recruiting to meet the demands of continued growth.
