Relationship Manager - Commercial Vehicles-COMMERCIAL VEHICLE-Marketing Branches Operations
Kotak Securities Limited (company site, opens in a new tab)1–3 yrsMumbaiOn-siteDirect career pageEst. 5–8 LPA
Posted on 27 Sept
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Job description
Structured overview of role & requirements
About This Role
- Handle customer service tasks such as account opening, DMAT account opening, grievance resolution, cheque book issuance, and product education.
- Achieve sales targets for bank and investment products including cross-selling and upselling based on customer needs.
- Support relationship managers managing HNI relationships and contribute to customer acquisition via referrals.
Minimum Requirements
- Graduate degree required.
- 1-3 years total work experience with at least 1 year in financial services or banking.
- Experience in customer service roles within financial services such as mutual funds, securities houses preferred with sales orientation.
- Work Experience Required: At least 1 year in financial services/banking.
Ideal Candidate Profile
- Balanced orientation towards both service delivery and sales, with some tolerance for sales-skewed profiles.
- Experience in client-facing roles within financial services focusing on customer acquisition and retention.
- Ability to provide quality advisory and efficient service to enhance customer value and minimize attrition.