Relationship Manager

Sky Corporate Employee Solutions Classic - RM-Sky Channel-VRM - Corporate Employee Solutions

Key Responsibilities:

• Manage a portfolio of Privy/Solitaire customers through telephonic and digital engagement.

• Drive relationship deepening by cross-selling banking and investment products.

• Ensure superior customer experience and timely resolution of queries.

• Achieve business targets across product lines (liabilities, assets, investments, insurance, etc.).

• Coordinate with internal teams to deliver seamless service and onboarding. 

• Maintain compliance and adhere to all audit and regulatory norms. 

Desired Skills & Qualifications: 

• Candidate should be Amfi and IRDA certified.

• Graduate/Postgraduate with relevant banking experience. 

• Strong communication and relationship management skills. 

• Good understanding of banking and investment products.

• Prior experience handling premium customer segments preferred. 

Key Responsibilities:

• Manage a portfolio of Privy/Solitaire customers through telephonic and digital engagement.

• Drive relationship deepening by cross-selling banking and investment products.

• Ensure superior customer experience and timely resolution of queries.

• Achieve business targets across product lines (liabilities, assets, investments, insurance, etc.).

• Coordinate with internal teams to deliver seamless service and onboarding. 

• Maintain compliance and adhere to all audit and regulatory norms. 

Graduate