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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 play a crucial role in building and maintaining strong relationships with customers. They will engage with customers through various channels, including meetings, video calls, and telecalls, to understand their needs and provide tailored solutions. The primary focus will be on cross-selling asset and liability products, as well as third-party investment offerings. Responsibilities:
  • Customer Engagement: Meeting, video calling, and telecalling customers to understand their needs and provide solutions.
  • Relationship Management: Building and maintaining strong relationships with customers, ensuring their satisfaction and retention.
  • Cross-Selling: Promoting and selling asset, liability, and third-party investment products to existing customers.
  • Deepening Relationships: Strengthening relationships with existing customers by offering tailored solutions and additional services.
  • Lead Conversion: Working closely with VRM and CEC teams to convert leads into customers.
  • Collaboration: Working in tandem with LI, GI, KSEC, IC, and Asset teams for timely business conversions.
  • Customer Stickiness: Ensuring customer loyalty and satisfaction through excellent service and product offerings.
  • Acquisition and X-Sell: Acquiring new customers and cross-selling products to existing ones.
  • Demonstration: Explaining and demonstrating the bank's facilities and services to customers, both online and offline.
  • Customer Service: Handling customer service requirements, such as account openings, product selling, and addressing queries.

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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