Kotak Mahindra Bank

Virtual Relationship Manager

Kotak Mahindra Bank

Thane, Maharashtra, India · Full Time

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Experience
1+ yrs
Salary
INR 450,000 / year
Openings
1
Posted
11 hours ago
Work mode
In office
Education
Any graduate
Eligibility
Any graduate with minimum one year of experience in banking or related customer support roles; fresh graduates are not eligible.
Resume
Required to apply

Where you'll work

Job description

About the Role

Kotak Mahindra Bank is hiring Virtual Relationship Managers to be based in Thane West. This role involves managing a portfolio of clients by maintaining frequent virtual communications to understand their banking requirements and recommend suitable financial products including savings accounts, investment options, insurance, loans, and digital solutions. The role also demands upholding excellent customer service standards, deepening client relationships, and efficiently achieving sales targets.

Key Responsibilities

  • Manage and expand customer portfolios via regular remote interactions through calls.
  • Identify customer banking needs and propose appropriate Kotak Mahindra Bank products like savings accounts, loans, insurance, investments, and digital services.
  • Ensure superior customer service, strengthen relationships, and actively cross-sell banking products.
  • Meet monthly sales and revenue goals while adhering to compliance and quality standards.
  • Resolve customer queries quickly to facilitate a smooth digital banking experience.
  • Coordinate with internal departments to ensure hassle-free onboarding and timely issue resolution.

Candidate Requirements

  • Any graduate is eligible to apply; freshers are not considered.
  • At least one year of experience is mandatory, preferably with exposure to banking processes.
  • Excellent communication and interpersonal skills are essential.
  • Previous employment on-roll is preferred.
  • Opportunities for performance-based career progression are available.

Compensation and Benefits

  • Annual salary up to ₹450,000, depending on interview performance.
  • Additional performance incentives of up to ₹35,000 per month.
  • Six weekly offs per month, including four Sundays and two Saturdays.
  • Comprehensive training will be provided to successful candidates.

Additional Information

Interested candidates are encouraged to apply by sharing their CV. Support and further contact are provided through HR representative Dipti at 8856002219.

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