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Sky Phygital - Relationship Manager-Sky Channel-Phygital

Kotak Mahindra Bank

5 - 10 years

Chandigarh

Posted: 14/10/2025

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Job 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.

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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