CEC-Relationship Manager-VRM-Digital Banking Kotak 811-VRM

Kotak Mahindra Bank; Thane; Remote; INR 4,00,000 - 6,00,000; Full time

Job summary

A leading banking institution in India is seeking a Relationship Manager to engage virtually with customers for their digital platform. The ideal candidate has sales experience, strong communication skills, and knowledge of digital banking. You will build customer relationships, meet sales targets, and provide exceptional service in a fast-paced environment.

Qualifications

• 1-2 years of experience in sales, preferably in banking or finance.
• Strong knowledge of digital banking platforms.
• Proficient in MS Office and CRM systems.

Responsibilities

• Build and maintain strong customer relationships through virtual interactions.
• Identify customer needs and offer suitable banking products.
• Achieve sales targets by promoting and selling banking products.

Skills

Sales experience

Communication skills

Customer-centric approach

Digital banking knowledge

Problem-solving skills

Education

Bachelor's degree in Business or Finance

Tools

MS Office

CRM systems

Job description

As an 811-CEC-Relationship Manager-VRM, you will be the face of our digital banking platform, Kotak 811. Your primary responsibility is to engage with customers virtually, understand their needs, and offer tailored banking solutions. This role is perfect for an enthusiastic and sales-driven individual who thrives in a fast-paced, digital environment.

Qualifications

• A bachelors degree in Business, Finance, or a related field is preferred.
• 1-2 years of experience in sales, preferably in the banking or financial industry.
• Excellent communication and interpersonal skills, with a customer-centric approach.
• Strong knowledge of digital banking platforms and virtual engagement tools.
• Ability to work independently and manage a high volume of customer interactions.
• Proficiency in MS Office and CRM systems.
• A proactive and self-motivated attitude, with a results-driven mindset.
• Willingness to stay updated with industry trends and best practices.
• Strong problem-solving and analytical skills.
• Flexibility to work in a dynamic and fast-paced environment.

Responsibilities

• Build and maintain strong customer relationships through virtual interactions.
• Identify customer needs and offer suitable banking products and services.
• Achieve sales targets by promoting and selling Kotaks banking products.
• Provide excellent customer service and ensure a positive digital banking experience.
• Stay updated with the latest digital banking trends and product offerings.
• Collaborate with the marketing team to develop virtual engagement strategies.
• Handle customer inquiries and provide timely resolutions.
• Maintain accurate records of customer interactions and sales activities.
• Participate in virtual events and webinars to promote Kotaks brand.
• Ensure compliance with all banking regulations and internal policies.