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The Role
Manage and grow Commercial Vehicle business under the Saral Auto segment. Handle account opening, DMAT services, grievances, and other customer requests while educating customers on products. Meet sales targets through cross-selling and referrals, provide tailored financial solutions, support HNI relationship managers, and help maintain low customer attrition while balancing service quality and sales performance.
Summary Generated by Built In
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.
Skills Required
- Customer-focused and sales-driven approach
- Experience in financial services or banking
- Service and sales orientation
- Ability to handle customer service requests, account opening, and grievance resolution
- Ability to sell and cross-sell banking and investment products
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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.





