Multi-Channel Relationship Advisor

Role Overview

As a Sky Phygital Relationship Manager , you will manage a mapped customer base through a hybrid engagement model—field visits, video calls, and telecalling. The role focuses on cross-selling banking products, deepening relationships, and delivering superior customer experience.

Key Responsibilities

• Engage customers through physical visits, video interactions, and telecalling.
• Cross-sell banking products :
• Liabilities : Savings, Current Accounts, Term Deposits
• Assets : Home Loans, LAP, Car Loans, Personal Loans, Gold Loans
• Promote third-party products : Insurance, Mutual Funds, Digital Banking solutions.
• Convert leads from Virtual Relationship Managers and Customer Engagement Center.
• Ensure accurate documentation, KYC compliance, and timely service delivery.
• Achieve monthly targets and maintain high customer satisfaction scores.

Qualifications & Experience

Skills & Competencies