Sky Phygital - Relationship Manager-Sky Channel-Phygital

Reposted Yesterday
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Sonipat, Haryana, IND
In-Office
Entry level
Fintech • Payments • Financial Services
The Role
Acquire and manage high-net-worth Priority Banking customers, generate leads, deepen relationships, cross-sell banking products, and deliver strong customer service. The role involves client engagement initiatives, coordination with product managers and group companies, compliance with bank policies, maintaining relationship records, resolving queries, and supporting integrated financial solutions.
Summary Generated by Built In
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. ResponsibilitiesAcquire and expand relationships with High Net Worth (HNI) customers by sourcing Category A Priority clients. Generate new customer leads through structured lead generation models and external field support. Ensure high levels of customer service and strict adherence to bank policies and compliance norms. Cross-sell a wide range of bank products to existing customers to deepen wallet share. Educate clients on new products and enhancements to strengthen the banking relationship. Plan and execute special sales initiatives and client engagement activities in collaboration with Product Managers. Coordinate with group companies to offer integrated financial solutions across product lines. Maintain comprehensive relationship records for all assigned customer accounts. Ensure timely resolution of customer queries and maintain consistent client contact. Act as a role model within the organization by demonstrating professionalism and teamwork.

Skills Required

  • Strong sales orientation
  • Excellent communication skills
  • Ability to acquire and manage high-net-worth customers
  • Lead generation and customer sourcing experience
  • Customer relationship management and cross-selling skills
  • Ability to maintain customer records and resolve queries
  • Adherence to banking policies and compliance norms
  • Professionalism, teamwork, and relationship-building ability
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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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