Relationship Manager-TFE

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





Sales & Business Development Enhance the deposit pool from existing and recent
customers. Drive sales of non-deposit products including Mutual Funds and
Insurance. Achieve cross-selling targets progressively across product
categories. Generate fee income through strategic product placement. Customer
Relationship Management Deliver high standards of customer service and ensure
customer satisfaction. Liaise with internal teams to ensure seamless customer
service and delight. Act as a key point of contact for high-value clients in the
AGRI-FIN and Tractor Loans segment. Branch Operations & Compliance Oversee
branch administration and ensure adherence to regulatory compliance. Manage
overall productivity and morale of branch team members. Ensure the branch meets
its break-even targets and contributes positively to the P&L.; Strategic
Collaboration Work closely with product management, marketing, and other
vertical

📌 Relationship Manager-AGRI-FIN-TRACTOR LOANS AND RETAIL(TFE)-Retail Sales (Vengikkal)
🏢 Kotak
📍 Vengikkal