Kotak Mahindra Bank

Muzaffarnagar, Uttar Pradesh

Relationship Manager_Commercial Vehicle (CV)-Retail-Marketing Branches Operations_Muzaffarnagar

Posted 3 weeks ago

The job in two lines

This role involves managing customer relationships and driving sales in the Commercial Vehicle (CV) segment, focusing on customer service, cross-selling, and referrals.

Summary by Rezifi's AI, from Kotak Mahindra Bank’s posting. Years and pay appear only when the posting states them.

What you'd do

  • Handle customer service tasks
  • Achieve sales targets for bank and investment products
  • Enhance customer value by offering relevant financial solutions

Skills it is built around

  • customer service
  • customer engagement
  • sales performance

Required

  • offer financial services
  • banking
  • Cross-Selling
  • referrals
  • customer value
  • customer service requests
  • account opening
  • DMAT services
  • grievance resolution
  • cheque book issuance

The facts

Experience
Not stated
The posting names no number of years.
Pay
Not stated
The posting states no pay.
Level
Not stated
Field
Customer relationship management

The full posting

From Kotak Mahindra Bank’s careers site

As Kotak Mahindra Bank posted it. See the original

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.

Responsibilities

Handle 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.