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We are looking for a service-oriented and sales-driven Relationship Manager to manage customer relationships and drive business in the Commercial Vehicle (CV) segment.

Responsibilities

Handle customer service tasks such as account opening, DMAT services, and grievance resolution
Educate customers on product features and assist with service requests like cheque book issuance
Achieve sales targets for bank and investment products through cross-selling and referrals
Enhance customer value by offering relevant financial solutions beyond their stated needs
Support relationship managers handling HNI clients and ensure low attrition rates

Skills

sales-driven customer engagement sales performance financial services banking cross-selling referrals account opening

Relationship Manager_Commercial Vehicle (CV)-Retail_0405_4673_1087212_HRR

Kotak Neo (Kotak Securities Limited) · Posted Nov 3, 2026

Open

Delhi, India

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Manage customer relationships and drive sales in the Commercial Vehicle segment, handling service requests, selling liability and investment products, and enhancing customer value through cross‑selling and referrals.

Responsibilities

Handle customer service tasks such as account opening, DMAT services, and grievance resolution
Educate customers on product features and assist with service requests like cheque book issuance
Achieve sales targets for bank and investment products through cross‑selling and referrals
Enhance customer value by offering relevant financial solutions beyond their stated needs
Support relationship managers handling HNI clients and ensure low attrition rates

Skills

customer engagement sales performance financial services banking cross‑selling referrals service requests account opening

DMAT services jobs

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Responsibilities

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Responsibilities

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