Sky Corporate Employee Solutions Classic - RM-Sky… at Kotak… · Thane

Job Description – Virtual Relationship Manager (Privy/Solitaire Segment)

Role: Virtual Relationship Manager (Privy/Solitaire Customers)

Location: Thane

Channel: SKY Channel

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

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.

Qualifications

Graduate