Sky CA Classic - RM-Sky Channel-VRM - CA

Reposted 12 Hours Ago
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Hyderabad, Telangana, IND
In-Office
Entry level
Fintech • Payments • Financial Services
The Role
Manages outbound interactions with Wealth and Privy banking customers through a virtual relationship channel. Provides personalized support, resolves queries, recommends banking products, drives sales against assigned targets, and maintains service benchmarks. The role requires cross-training across cards, liabilities, and assets, accurate interaction logging, adherence to information security and quality standards, and proactive customer engagement.
Summary Generated by Built In
As a CEC Relationship Manager – VRM, you will be responsible for managing outbound customer interactions for Wealth and Privy clients through the virtual relationship channel. This role focuses on delivering superior service, driving product sales, and enhancing customer engagement through structured communication and personalized banking solutions. You will be trained across multiple banking products including cards, liabilities, and assets, enabling you to function as a universal phone banking officer. The role demands strong communication skills, a customer-first mindset, and the ability to meet service and sales benchmarks consistently. ResponsibilitiesHandle outbound calls for Wealth and Privy customers, ensuring high-quality engagement and service delivery. Cross-trained across banking products (cards, liabilities, assets) to provide comprehensive support and sales. Drive product sales and meet assigned targets through mapped customer base. Ensure consistent customer contact and timely resolution of queries/issues. Maintain service benchmarks including NPS, service level, and service quality. Record and maintain detailed logs of daily interactions and outcomes. Adhere to information security norms and quality process guidelines. Stay updated on process changes and implement feedback from team leaders and coaches. Deliver personalized sales pitches and recommend products suited to customer needs. Ensure customer delight through proactive communication and relationship management.

Skills Required

  • Strong communication skills
  • Customer-first mindset
  • Ability to meet service and sales benchmarks consistently
  • Ability to recommend and sell banking products
  • Ability to follow information security and quality process guidelines
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The Company
HQ: Mumbai
74,097 Employees
Year Founded: 1985

What We Do

About Kotak Mahindra Group: Established in 1985, the Kotak Mahindra Group is one of India’s leading financial services conglomerates. In February 2003, Kotak Mahindra Finance Ltd. (KMFL), the Group’s flagship company, received a banking license from the Reserve Bank of India (RBI). With this, KMFL became the first non-banking finance company in India to become a bank – Kotak Mahindra Bank Limited. The consolidated balance sheet of Kotak Mahindra Group is over 1 lakh crore and the consolidated net worth of the Group stands at 13,943 crore (approx US$ 2.6 billion) as on September 30, 2012. The Group offers a wide range of financial services that encompass every sphere of life. From commercial banking, to stock broking, mutual funds, life insurance and investment banking, the Group caters to the diverse financial needs of individuals and the corporate sector. The Group has a wide distribution network through branches and franchisees across India, and international offices in London, New York, California, Dubai, Abu Dhabi, Bahrain, Mauritius and Singapore. For more information, please visit the company’s website at http://www.kotak.com

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