Sky Phygital

1 week ago

Chandigarh, Chandigarh, India Kotak Mahindra Bank Full time ₹ 2,00,000 - ₹ 12,00,000 per year
Description
The Sky Phygital Relationship Manager will be responsible for managing and enhancing customer relationships within the assigned branch book. This role involves a comprehensive approach to customer engagement, including meeting, video calling, and telecalling customers. The primary objective is to cross-sell a range of asset and liability products, as well as third-party investment offerings, to deepen existing relationships and acquire new customers.

Responsibilities
  • Engage with customers through various channels (in-person, video call, telecall) to understand their financial needs and provide tailored solutions.
  • Cross-sell asset products (HL, LAP, CL, PL, GL, WC, CV) and liability products (CA, SA, TD) to existing and potential customers.
  • Deepen relationships with customers by offering third-party investment products (LI, GI, Trinity, MF) and ensuring timely conversion of business opportunities.
  • Collaborate closely with LI, GI, KSEC, IC, and Asset teams to achieve sales targets and provide efficient service to customers.
  • Ensure customer satisfaction and loyalty by delivering high-quality service and addressing their queries promptly.
  • Acquire new customers through VRM and CEC leads, and convert them into long-term relationships.
  • Upgrade customer categories and ensure their stickiness by providing excellent service and demonstrating the bank's facilities.
  • Enroll customers for relevant services and explain the benefits of various bank products and services.
  • Handle customer service requests efficiently, including account openings, Trinity account setups, and liability product selling.
Qualifications
  • Bachelor's or Master's degree in any field with a minimum of 1 year of experience in banking or finance.
  • Strong communication and interpersonal skills, with the ability to build rapport and trust with customers.
  • Excellent sales and negotiation skills, with a proven track record of meeting or exceeding sales targets.
  • Proficiency in using digital tools and platforms for customer engagement and relationship management.
  • Knowledge of financial products and services, including asset and liability offerings, is preferred.
  • Ability to work independently and manage a large customer book effectively.
  • Strong organizational and time management skills to prioritize tasks and meet deadlines.
  • A customer-centric approach and a passion for delivering exceptional service.
  • Willingness to continuously learn and stay updated with industry trends and product offerings.
  • Fluency in English and any other regional language is an advantage.

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