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Kotak Mahindra Bank

Relationship Manager - Commercial Vehicles-COMMERCIAL VEHICLE-Marketing Branches Operations

Posted 3 Hours Ago
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In-Office
2 Locations
Junior
In-Office
2 Locations
Junior
Manage commercial vehicle banking relationships by opening accounts, resolving customer grievances, issuing cheque books, explaining products, and providing quality service. Meet sales targets through liability products, asset cross-selling, referrals, and customer value enhancement. Support HNI relationship managers and help maintain low customer attrition. The role requires a sales-oriented customer service professional with financial services or banking experience.
The summary above was generated by AI
Description for Internal Candidates  

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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