Kotak Mahindra Bank
Relationship Manager-SARAL LOANS-Marketing Branches Operations
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Manage and grow the Commercial Vehicle business by serving customers, opening accounts, resolving grievances, supporting DMAT and cheque book requests, and selling banking and investment products. The role focuses on cross-selling, referrals, customer retention, relationship development, and supporting HNI relationship managers while meeting sales targets and maintaining service quality.
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 Commercial Vehicle customer relationships under the Saral Auto segment. Handle account opening, Demat services, grievances, cheque book requests, and other customer service needs. Achieve sales targets by cross-selling liability, investment, and banking products, generating referrals, supporting HNI relationship managers, and reducing customer attrition while maintaining strong service quality.
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