Relationship Manager-Sky Channel-Phygital

1 - 5 years

0 Lacs

Posted:1 week ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

The role of a Relationship Manager at Sky Phygital involves engaging with customers through various channels such as meetings, video calls, and tele-calls, and managing relationships with the assigned C category book of the branch. This book typically consists of 2-3 branches with approximately 1000 to 1500 customers. The key responsibilities include cross-selling of asset and liability products, as well as third party and investment products to the mapped book. Additionally, the role requires deepening relationships with customers through current and savings accounts, as well as fixed deposits. Relationship Managers are expected to meet and convert leads generated by Virtual Relationship Managers (VRM) and Customer Experience Centers (CEC). Collaboration with teams handling life insurance (LI), general insurance (GI), key SME and commercial (KSEC) clients, and asset management is essential for timely business conversion. It is crucial for Relationship Managers to ensure customer loyalty, promote category upgrades, and actively acquire new customers through referrals and household contacts. Furthermore, the role involves explaining the bank's facilities to customers through online and offline demonstrations, enrolling customers in relevant services, and addressing their service requirements such as account opening, Trinity account opening, and selling liability products. Relationship Managers are expected to maintain high levels of customer service by ensuring quick and efficient service delivery. Meeting sales targets for both banking and investment products is a key performance indicator for this role. The ideal candidate for this position should hold a Graduate or Post Graduate degree in any stream and possess a minimum of 1 year of experience in the banking or finance sector. They should demonstrate qualities such as energy, confidence, and a proactive attitude to succeed in this dynamic environment. Additionally, having higher Net Promoter Scores (NPS) is desired to excel in this role.,

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