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Sky Phygital - Relationship Manager-Sky Channel-Phygital at Kotak Mahindra Bank

Thane, maharashtra, India -

Full Time

Start Date

Immediate

Expiry Date

24 Aug, 26

Salary

0.0

Posted On

26 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Relationship Management, Customer Engagement, HNI Acquisition, Cross-selling, Lead Generation, Customer Service, Sales Orientation, Communication Skills, Priority Banking, Client Relationship Building

Industry

Banking

Description

As a Relationship Officer – Customer Engagement, you will be responsible for acquiring and managing high-net-worth individuals (HNIs) within the bank’s Priority Banking segment. This role focuses on deepening customer relationships, enhancing engagement, and driving cross-sell opportunities across the bank’s product suite. You will be expected to source new customers through lead generation models and field support, while ensuring a high standard of customer service and adherence to bank policies. The role also involves coordinating with product managers and group companies to deliver a seamless banking experience, conducting sales initiatives, and maintaining detailed relationship records. This position is ideal for professionals with a strong sales orientation, excellent communication skills, and a passion for building long-term client relationships in a dynamic banking environment.

Responsibilities

Responsible for acquiring and managing high-net-worth individuals within the Priority Banking segment to deepen relationships and drive cross-sell opportunities. The role involves sourcing new customers through lead generation and coordinating with product managers to ensure a seamless banking experience.