Dehradun, Uttarakhand

Relationship Manager-SARAL LOANS-Marketing Branches Operations

Posted 4 weeks ago

The job in two lines

This role involves managing and growing the Commercial Vehicle business under the Saral Auto segment, handling customer service tasks, and achieving sales targets through 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 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 it is built around

customer service
sales activities
offer financial services
banking

Required

Cross-Selling
referrals
investment products
Commercial Vehicle (CV) business
Saral Auto (SA) segment
account opening
DMAT services
grievance resolution
cheque book issuance

Nice to have

sales-driven

The facts

Experience: Not stated; The posting names no number of years.
Pay: Not stated; The posting states no pay.
Level: Not stated
Field: Financial services

The full posting

From Kotak Mahindra Bank’s careers site

As Kotak Mahindra Bank posted it. See the original

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.

Responsibilities

Handle 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.