Sky Affluent VRM-TL-Sky Channel-VRM - Support

Role Overview

The Solitaire VRM Support role focuses on managing and deepening relationships with Privy and Solitaire segment customers through telephonic and digital engagement. The position ensures superior customer experience, cross-selling of banking and investment products, and compliance with regulatory norms.

Key Responsibilities

• Portfolio Management :

Handle a portfolio of high-net-worth Solitaire customers via remote channels (calls, emails, video).

Drive business targets across product lines - liabilities, assets, investments, insurance, and third-party products.

Ensure timely resolution of queries and service requests.

Adhere to audit, regulatory, and internal compliance guidelines.

Required Qualifications

Skills & Competencies

Performance Metrics

Skills Required

Investments, Banking Products, CRM Tools, assets , liabilities