Relationship Manager_Commercial Vehicle (CV)-Saral Auto-SA-Marketing Branches Ops_Surat
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Job Description
Structured overview of role & requirementsAbout This Role
Manage and grow the Commercial Vehicle business under Saral Auto segment by handling customer service and sales of liability and investment products.
Achieve sales targets via cross-selling, referrals, and providing financial solutions beyond customer’s stated needs.
Support relationship managers for HNI clients and ensure low customer attrition through service excellence and relationship enhancement.
Minimum Requirements
Experience Required: Experience in financial services or banking, combining service and sales orientation.
Work Experience Required: Not explicitly mentioned in the JD.
Mandatory Skills: Customer service handling (e.g., account opening, DMAT services, grievance resolution) and sales of financial products.
Location or Onsite Requirements: Not explicitly mentioned in the JD.
Ideal Candidate Profile
Experienced in handling both customer service and sales functions within financial services or banking sector.
Capable of balancing service excellence with achievement of sales targets and cross-selling strategies.
Has familiarity working with HNI client segments and supporting relationship managers.