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Relationship Manager-SARAL LOANS-Marketing Branches Operations chez Kotak Mahindra Bank Ltd

Kotak Mahindra Bank Ltd · Udaipur, Inde · Onsite

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Relationship Manager-Commercial Vehicle (CV)-Saral Auto-SA-Marketing Branches Operations

 

JOB DESCRIPTION

To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance.  Quality of advice given to customers as determined by customers and supervisor.  Speed and efficiency of service given.  Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value.  Cross-sale of assets products.  Back-up to relationship managers holding HNI relationships.  Ensure low attrition ratios.  Customer acquisition through referrals from existing customers.    Graduates with total experience of 1-3 years with relevant exp of atleast 1 year in financial services or banks.    Equal blend of service and sales orientation. In the absence of equality, sales orientation as a skew will be acceptable.  Experienced customer service candidates from financial services ( those from MFund, securities houses etc) with sales orientation can be considered.

 

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.
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