Relationship Manager_Commercial Vehicle (CV)-Saral Auto-SA-Marketing Branches Ops_Haldwani (Kathgodam)
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Job Description
Structured overview of role & requirementsAbout This Role
Manage and grow Commercial Vehicle business under Saral Auto segment by handling customer service requests and selling financial products.
Achieve sales targets through cross-selling and referrals, focusing on liability and investment products.
Support HNI client relationship management and maintain low attrition by balancing service and sales performance.
Minimum Requirements
Experience in financial services or banking sector.
Ability to handle account opening, DMAT services, and grievance resolution.
Sales experience with proven ability to meet targets through cross-selling and referrals.
Work Experience Required: Not explicitly mentioned in the JD.
Ideal Candidate Profile
Blends service orientation with sales drive, capable of educating customers and resolving service issues.
Familiar with CV segment or similar banking product domains involving customer relationship and sales.
Experienced in managing client relationships with attention to retention and cross-selling opportunities.