Customer Relationship Manager - Banking and Investment Products
Kotak Mahindra Bank
Apply on company website
Customer Relationship Manager - Banking and Investment Products
Kotak Mahindra Bank
Thane
Not disclosed
Work from Office
Full Time
Min. 2 years
Job Details
Job Description
Sky Affluent VRM-Sky Channel-VRM - Support
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.
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.
Graduation
Experience Level
Mid LevelJob role
Work location
Thane, Maharashtra, India
Department
Banking / Insurance / Financial Services
Role / Category
Banking Operations
Employment type
Full Time
Shift
Day Shift
Job requirements
Experience
Min. 2 years
About company
Name
Kotak Mahindra Bank
Job posted by Kotak Mahindra Bank
Apply on company website