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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

Customer Engagement, Relationship Management, Cross-Selling, Banking Products, Investment Products, Compliance, Communication Skills, Problem Solving, Customer Experience, Team Coordination, Audit Norms, Timely Resolution, Premium Customer Segments, Digital Engagement, Portfolio Management, Service Delivery

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

The role involves managing a portfolio of Privy/Solitaire customers through telephonic and digital engagement while driving relationship deepening by cross-selling various banking and investment products. Additionally, the candidate is responsible for ensuring superior customer experience and timely resolution of queries.