Kotak Mahindra Bank

Relationship Manager-COMMERCIAL VEHICLE-Marketing Branches Operations

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Gaya, Bihar, IND

In-Office

Entry level

Fintech • Payments • Financial Services

The Role

Manage commercial vehicle customer relationships, handle account opening, DMAT services, grievances, and other service requests. Sell banking and investment products through cross-selling and referrals, meet sales targets, support HNI relationship managers, acquire new customers, reduce attrition, and deliver high-quality customer service.

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 experience
Customer service and relationship management experience

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The Company

HQ: Mumbai

74,097 Employees

Year Founded: 1985

What We Do

About Kotak Mahindra Group: Established in 1985, the Kotak Mahindra Group is one of India’s leading financial services conglomerates. In February 2003, Kotak Mahindra Finance Ltd. (KMFL), the Group’s flagship company, received a banking license from the Reserve Bank of India (RBI). With this, KMFL became the first non-banking finance company in India to become a bank – Kotak Mahindra Bank Limited. The consolidated balance sheet of Kotak Mahindra Group is over 1 lakh crore and the consolidated net worth of the Group stands at 13,943 crore (approx US$ 2.6 billion) as on September 30, 2012. The Group offers a wide range of financial services that encompass every sphere of life. From commercial banking, to stock broking, mutual funds, life insurance and investment banking, the Group caters to the diverse financial needs of individuals and the corporate sector. The Group has a wide distribution network through branches and franchisees across India, and international offices in London, New York, California, Dubai, Abu Dhabi, Bahrain, Mauritius and Singapore. For more information, please visit the company’s website at http://www.kotak.com