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The Role
Manage commercial vehicle customer relationships, resolve banking service requests, and drive sales of liability, investment, and other financial products. Responsibilities include account opening, Demat services, grievance resolution, cross-selling, referrals, customer acquisition, HNI relationship support, and maintaining customer satisfaction and retention.
Summary Generated by Built In
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.
Skills Required
- Experience in financial services or banking
- Strong customer engagement skills
- Sales performance or sales-driven experience
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The Company
What We Do
Kotak Mahindra Group is an Indian financial services conglomerate founded in 1985. Its flagship Kotak Mahindra Bank provides commercial banking and serves individuals and corporate customers through banking, lending, payments, and corporate solutions. Across the wider group, offerings include stock broking, mutual funds, life insurance, and investment banking, addressing diverse personal and corporate financial needs across India.
