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

Role Overview

Privy and Solitaire segment customers

Key Responsibilities

• Portfolio Management:

  • Handle a portfolio of high-net-worth Solitaire customers via remote channels (calls, emails, video).
  • Maintain regular engagement to strengthen relationships and reduce attrition.

• Sales & Cross-Selling:

  • Drive business targets across product lines - liabilities, assets, investments, insurance, and third-party products.
  • Identify customer needs and offer tailored financial solutions.

• Customer Experience:

  • Ensure timely resolution of queries and service requests.
  • Deliver a seamless onboarding and servicing experience in coordination with internal teams.

• Compliance & Risk:

  • Adhere to audit, regulatory, and internal compliance guidelines.
  • Maintain accurate records in CRM systems and follow information security norms.

Required Qualifications

• Graduate (mandatory) MBA preferred.
• Minimum 2 years of experience in banking, preferably in affluent or wealth segments.
• Strong knowledge of banking products (liabilities, assets, investments).

Skills & Competencies

• Excellent communication and interpersonal skills.
• Customer-centric approach with problem-solving ability.
• Proficiency in CRM tools and digital banking platforms.
• Ability to work independently and achieve sales targets.

Performance Metrics

• Portfolio growth and retention.
• Cross-sell ratio and revenue achievement.
• Customer satisfaction and service quality scores.