Sky CA Classic

5 days ago


thane, India Kotak Mahindra Bank Full time

DescriptionAs a CEC Relationship Manager – VRM, you will be responsible for managing outbound customer interactions for Wealth and Privy clients through the virtual relationship channel. This role focuses on delivering superior service, driving product sales, and enhancing customer engagement through structured communication and personalized banking solutions.You will be trained across multiple banking products including cards, liabilities, and assets, enabling you to function as a universal phone banking officer. The role demands strong communication skills, a customer-first mindset, and the ability to meet service and sales benchmarks consistently.ResponsibilitiesHandle outbound calls for Wealth and Privy customers, ensuring high-quality engagement and service delivery.Cross-trained across banking products (cards, liabilities, assets) to provide comprehensive support and sales.Drive product sales and meet assigned targets through mapped customer base.Ensure consistent customer contact and timely resolution of queries/issues.Maintain service benchmarks including NPS, service level, and service quality.Record and maintain detailed logs of daily interactions and outcomes.Adhere to information security norms and quality process guidelines.Stay updated on process changes and implement feedback from team leaders and coaches.Deliver personalized sales pitches and recommend products suited to customer needs.Ensure customer delight through proactive communication and relationship management.QualificationsGraduation


  • Sky CA Classic

    1 day ago


    Thane, India Kotak Mahindra Bank Limited Full time

    Job Description As a CEC Relationship Manager - VRM, you will be responsible for managing outbound customer interactions for Wealth and Privy clients through the virtual relationship channel. This role focuses on delivering superior service, driving product sales, and enhancing customer engagement through structured communication and personalized banking...


  • thane, India Kotak Mahindra Bank Full time

    DescriptionBuild and nurture personal relationship with affluent NR customers by in-depth profiling of the client, identify opportunities and matching these opportunities to products/ solutions provided by Kotak GroupGenerate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client...


  • Thane, India Kotak Mahindra Bank Limited Full time

    Job Description - Build and nurture personal relationship with affluent NR customers by in-depth profiling of the client, identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group - Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and...


  • Thane, Maharashtra, India Kotak Mahindra Bank Full time

    Job Category KMBL Degree Level Bachelor s Degree Build and nurture personal relationship with affluent NR customers by in-depth profiling of the client identify opportunities and matching these opportunities to products solutions provided by Kotak Group Generate business across liabilities assets and fee products to sustain and achieve growth in relationship...


  • Thane, India Kotak Mahindra Bank Limited Full time

    Job Description Build and nurture personal relationship with affluent NR customers by in-depth profiling of the client, identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client...


  • Thane, India Kotak Mahindra Bank Limited Full time

    Job Description Key Responsibilities: . Manage a portfolio of Privy/Solitaire customers through telephonic and digital engagement. . Drive relationship deepening by cross-selling banking and investment products. . Ensure superior customer experience and timely resolution of queries. . Achieve business targets across product lines (liabilities, assets,...


  • Thane, India Kotak Mahindra Bank Limited Full time

    Job Description Desired Skills & Qualifications: . Graduate/Postgraduate with relevant banking experience. . Strong communication and relationship management skills. . Good understanding of banking and investment products. . Prior experience handling premium customer segments preferred.