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
Graduate / Postgraduate in any discipline (Finance / Commerce preferred).
1–4 years of experience in banking, financial services, or sales.
Strong communication, negotiation, and relationship management skills.
Digital-savvy with ability to demonstrate mobile banking features.
Skills & Competencies
Customer-centric approach with strong sales orientation.
Ability to work with multiple teams and meet deadlines.
Familiarity with CRM tools and digital engagement platforms.
Relationship Manager • Bhatpara, West Bengal, India