Sky Phygital

3 days ago

Rohtak, Haryana, India Kotak Mahindra Bank Full time ₹ 4,32,000 - ₹ 6,48,000 per year
Description
The Sky Phygital Relationship Manager will be responsible for managing customer relationships and driving sales across multiple branches. This role is crucial in delivering an exceptional customer experience, cross-selling a range of asset and liability products, and ensuring customer satisfaction and retention.

Responsibilities
  • Engage with customers through various channels (in-person, video calls, telecalls) to understand their needs and provide tailored financial solutions.
  • Manage and deepen relationships with customers, especially those with current accounts, savings accounts, and term deposits.
  • Cross-sell asset products such as home loans, LAP, personal loans, and gold loans, as well as liability and investment products.
  • Convert leads generated by the VRM and CEC teams into successful business opportunities.
  • Collaborate closely with LI, GI, KSEC, IC, and Asset teams to ensure timely conversion of business deals.
  • Ensure customer satisfaction and loyalty by providing efficient and speedy services.
  • Achieve sales targets for both banking and investment products, focusing on customer acquisition and retention.
  • Enroll customers for relevant services and explain the bank's facilities and features.
  • Handle customer service requests efficiently, including account openings, liability product selling, and product feature inquiries.
  • Maintain high NPS scores by delivering exceptional customer service and building strong relationships.
Qualifications
  • Graduate or Post-Graduate in any stream with a minimum of 1 year of experience in banking or finance.
  • Excellent communication and interpersonal skills, with the ability to build rapport with customers.
  • Strong sales and relationship management skills, with a proven track record of achieving targets.
  • Proficiency in using digital tools and platforms for customer engagement.
  • Ability to work independently and manage multiple tasks simultaneously.
  • A customer-centric approach and a passion for delivering exceptional service.
  • Knowledge of banking products and services, including asset and liability offerings.
  • Familiarity with cross-selling techniques and the ability to identify up-selling opportunities.
  • Willingness to continuously learn and stay updated with industry trends and product offerings.
  • A self-motivated and results-driven attitude, with a strong work ethic.

  • Sky Phygital

    1 day ago

    Rohtak, Haryana, India Kotak Mahindra Bank Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    DescriptionThe Sky Phygital Relationship Manager will be responsible for managing and enhancing customer relationships within the assigned book of business. This role involves a comprehensive approach to customer engagement, including meeting, video calling, and telecalling customers. The primary focus is on cross-selling asset and liability products, as...