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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 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 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, tele call) to understand their financial needs and provide tailored solutions.
  • Cross-sell asset and liability products, including home loans, LAP, personal loans, gold loans, working capital, and more, to existing customers.
  • Deepen relationships with customers by offering tailored liability products and ensuring timely conversion of business opportunities.
  • Convert leads generated by VRM and CEC teams into successful sales, driving business growth.
  • Collaborate closely with LI, GI, KSEC, IC, and Asset teams to ensure efficient and timely conversion of business opportunities.
  • Ensure customer satisfaction and loyalty by providing excellent service and upgrading their category status.
  • Acquire new customers through family household referrals and cross-sell business services to existing customers.
  • Demonstrate and explain the bank's facilities and services to customers, both online and offline, to enhance their banking experience.
  • Enroll customers in relevant services that align with their financial goals and needs.

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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