Established in 1985, the Kotak Mahindra Group is one of India’s leading financial services conglomerates. In February 2003, Kotak Mahindra Finance Ltd. (KMFL), the Group’s flagship company, received a banking license from the Reserve Bank of India (RBI). With this, KMFL became the first non-banking finance company in India to become a bank – Kotak Mahindra Bank Limited.
Job description
Kotak Mahindra Bank is hiring for Relationship Manager Customer Engagement – South Delhi only.
Job Role:
- Customer Engagement (meeting, Video call, Tele call) and Relationship Management on the mapped C Cat book of the branch. ( C category book of 2-3 branches with approx. 1000 to 1500 customers will be mapped )
- Cross sell of Asset ( HL, LAP, CL,PL, GL, WC, CV ) Liability ( CA, SA TD) and Third Party & Investment Products ( LI GI Trinity & MF) on the mapped book
- Deepening of CA SA and TD mapped relationships.
- Meeting and conversion on leads from VRM and CEC.
- Working closely with respective teams on LI, GI, KSEC, IC and Asset team for timely conversion of the business.
- Ensuring customer stickiness and category upgrade.
- Acquisition, X-sell of business & Service activations to existing customers
- Explain all the Facilities of the Bank in Form of Demonstration both online / offline
- Enroll the customer for the services which would be useful for him
- Handle customer service requirements like account opening, Trinity account opening, liability product selling, liability on product features, Cheque book insurance.
- Speed and efficiency of service given
- Sales targets for banks and investment products.
- Customer acquisition from Family Household & referrals.
- Have higher NPs scores
Job Requirements:
- Graduate/Post Graduate in any stream with at least 1 year experience in banking/finance.
- Must be energetic, confident and go-getter.
- Age limit up to 34 years.
- Candidate must be currently working.
Interested candidates can directly come for interview at below mentioned address :-
- Date 29th August 2025 (Friday)
- Time 10 : 00 AM to 01 : 00 PM
- Interview Venue Kotak Mahindra Bank Ltd, C-19, Community Center, SDA Market, Opposite IIT Gate, , Safdarjung Development Area-110016 (near IIT Gate Metro Station)
- Contact Person Ram Sharma (RCEM) and Priyadarshini Pradhan (HR)
