Sign up with

Already have an account? Log in here

Need some help?
Talk to us at +91 7670800001

Sky Corporate Employee Solutions Classic - RM-Sky Channel-VRM - Corporate E at Kotak Mahindra Bank

Thane, maharashtra, India -

Full Time

Start Date

Immediate

Expiry Date

29 Apr, 26

Salary

0.0

Posted On

29 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Relationship Management, Communication, Banking Products, Investment Products, Customer Experience, Compliance, Cross-Selling, Problem Solving, Team Coordination, Query Resolution, Audit Norms, Customer Engagement, Portfolio Management, Premium Customer Handling, Amfi Certification, IRDA Certification

Industry

Banking

Description

Key Responsibilities: • Manage a portfolio of Privy/Solitaire customers through telephonic and digital engagement. • Drive relationship deepening by cross-selling banking and investment products. • Ensure superior customer experience and timely resolution of queries. • Achieve business targets across product lines (liabilities, assets, investments, insurance, etc.). • Coordinate with internal teams to deliver seamless service and onboarding. • Maintain compliance and adhere to all audit and regulatory norms. Desired Skills & Qualifications: • Candidate should be Amfi and IRDA certified. • Graduate/Postgraduate with relevant banking experience. • Strong communication and relationship management skills. • Good understanding of banking and investment products. • Prior experience handling premium customer segments preferred.

Responsibilities

Manage a portfolio of Privy/Solitaire customers through telephonic and digital engagement while driving relationship deepening by cross-selling banking and investment products. Ensure superior customer experience and timely resolution of queries while achieving business targets across various product lines.