Sky CA Classic - RM-Sky Channel-VRM - CA at Kotak… · Maharasht…

We are seeking a Sky CA Classic Relationship Manager to join our Sky Channel-VRM team at Kotak Mahindra Bank Ltd. The successful candidate will play a crucial role in driving business growth and managing client relationships.

The Sky CA Classic Relationship Manager is responsible for developing and maintaining strong relationships with clients, primarily focusing on the Sky Channel. This role involves understanding client needs, offering tailored financial solutions, and providing exceptional customer service. The Relationship Manager will work closely with the Sky Channel team to achieve sales targets and deliver an excellent client experience.

Responsibilities

• Build and nurture long-lasting relationships with clients, understanding their financial goals and requirements.
• Offer personalized financial advice and solutions to clients, ensuring their needs are met.
• Achieve individual and team sales targets by actively cross-selling and upselling bank products and services.
• Stay updated with market trends, competitor offerings, and new financial products to provide relevant recommendations to clients.
• Collaborate with the Sky Channel team to develop and execute effective sales strategies.
• Maintain accurate records of client interactions and transactions, ensuring data integrity and compliance with bank policies.
• Provide timely and accurate responses to client inquiries, resolving any issues or concerns promptly.
• Attend client meetings, presentations, and events to promote the bank's products and services.
• Conduct market research and analyze client data to identify new business opportunities and potential leads.

Qualifications

• A bachelor's degree in finance, business administration, or a related field is preferred.
• Minimum 2-3 years of experience in a relationship management or sales role, preferably in the banking industry.
• Strong knowledge of financial products and services, including banking, investments, and insurance.
• Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
• Proven track record of achieving sales targets and maintaining a high level of customer satisfaction.
• Proficiency in using CRM systems and other relevant banking software.
• Ability to work independently and manage a diverse portfolio of clients.
• Strong analytical skills and attention to detail.
• Willingness to stay updated with industry trends and regulations.
• A self-motivated and results-driven approach to work.