Kotak Mahindra Bank

Lucknow, Uttar Pradesh

Relationship Manager - Tractor and Crop Finance-AGRI-FIN-TRACTOR LOANS AND RETAIL(TFE)-Retail Sales

Posted 4 weeks ago · Mid level

This role involves leading retail sales initiatives in the Tractors and Farm Equipment segment, focusing on enhancing deposit pools, driving cross-sell opportunities, and ensuring high standards of customer service and branch administration.

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

  • Enhance the deposit pool from customers through targeted acquisition and retention strategies
  • Drive sales of non-deposit products including Mutual Funds, Insurance, and other cross-sell offerings
  • Ensure delivery of high-quality customer service and establish service standards
  • retail liabilities
  • customer service
  • branch administration

Required

  • Mutual Funds
  • Insurance
  • branch profitability
  • Regulatory Compliance
  • productivity
  • morale
  • branch team members
  • branch break-even
  • P&L performance
  • plan product management
  • Marketing
  • customer service cycle
Experience
Not stated
The posting names no number of years.
Pay
Not stated
The posting states no pay.
Level
Mid level
Field
Retail sales

From Kotak Mahindra Bank’s careers site

As Kotak Mahindra Bank posted it. See the original

We are seeking a dynamic and results-driven Relationship Manager – TFE to lead retail sales initiatives in the Tractors and Farm Equipment segment. The role involves enhancing the deposit pool, driving cross-sell opportunities, and ensuring high standards of customer service and branch administration. The ideal candidate will have a strong background in retail liabilities, excellent leadership skills, and a deep understanding of financial instruments and customer service cycles.

Responsibilities

Enhance the deposit pool from customers through targeted acquisition and retention strategies Drive sales of non-deposit products including Mutual Funds, Insurance, and other cross-sell offerings Generate fee income and contribute to branch profitability Ensure delivery of high-quality customer service and establish service standards Oversee branch administration and ensure regulatory compliance Manage productivity and morale of branch team members Take ownership of branch break-even and P&L performance Liaise with product management, marketing, and other verticals for service enhancements and sales initiatives Ensure seamless coordination across all units involved in the customer service cycle to deliver customer delight