Relationship Manager - Commercial Vehicles-COMMERCIAL VEHICLE-Marketing Branches Operations
Kotak Securities LimitedMatch Score
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Job Description
Structured overview of role & requirementsAbout 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.