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Sky Phygital Relationship Manager
Sky Phygital Relationship ManagerKotak Mahindra Bank • Kolkata, West Bengal, India
Sky Phygital Relationship Manager

Sky Phygital Relationship Manager

Kotak Mahindra Bank • Kolkata, West Bengal, India
6 hours ago
Job description

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.
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    Relationship Manager • Kolkata, West Bengal, India

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