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Relationship Manager, AGRI-FIN, Tractor Loans and Retail
Kotak Mahindra Bank
Junior · 1–3 yrs
Full-time
Maharashtra, Maharashtra, India
Job description
Sales
Finance
Junior · 1–3 yrs
## description 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…
Skills
Primary
Secondary
Responsibilities
Enhance the deposit pool from existing and new 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
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
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