Sky Phygital - Relationship Manager-Sky Channel-Phygital
Kotak Mahindra Bank
5 - 10 years
Chandigarh
Posted: 14/10/2025
Getting a referral is 5x more effective than applying directly
Job Description
- 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.
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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