Sky Affluent VRM-Sky Channel-VRM - Support
Kotak Mahindra Bank
2 - 5 years
Thane
Posted: 12/07/2026
Job Description
- Build and maintain strong relationships with affluent customers, understanding their financial goals and preferences.
- Offer personalized banking solutions, including wealth management, investment advice, and tailored product recommendations.
- Proactively reach out to customers, providing regular updates and insights on market trends and opportunities.
- Handle customer inquiries and complaints, ensuring timely and efficient resolution, and maintaining a high level of customer satisfaction.
- Collaborate with other departments and teams to ensure a seamless customer experience across all touchpoints.
- Stay updated on industry trends, market movements, and regulatory changes to provide accurate and relevant financial advice.
- Conduct periodic reviews of customer portfolios, identifying potential risks and opportunities, and offering appropriate solutions.
- Assist customers in opening new accounts, processing transactions, and managing their banking needs efficiently.
- Ensure compliance with all relevant regulations and internal policies, maintaining the highest standards of ethical conduct.
- Act as a brand ambassador for Kotak Mahindra Bank, promoting the bank's values and services to potential customers.
About Company
Kotak Mahindra Bank is one of India's leading private sector banks, offering a wide range of financial services including personal banking, corporate banking, investment banking, insurance, and asset management. Established in 1985 and headquartered in Mumbai, it is known for its innovative banking solutions, customer-centric approach, and strong focus on digital transformation. The bank caters to diverse customer segments, from individuals to large corporations, emphasizing trust, transparency, and growth.
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