Description

The Sky Service CCU - RM will be responsible for delivering an exceptional customer experience to our valued clients. This role requires a proactive and customer-centric approach, with a focus on building long-lasting relationships and providing tailored financial solutions. The successful candidate will work closely with Relationship Managers to understand client needs and deliver an exceptional service.

Responsibilities

- Manage and service a portfolio of high-net-worth customers, ensuring their needs are met and exceeded.
- Build and maintain strong relationships with clients, understanding their financial goals and providing personalized solutions.
- Collaborate with Relationship Managers to develop and implement strategic plans for client growth and retention.
- Handle customer inquiries and complaints, providing timely and accurate responses to ensure client satisfaction.
- Stay updated with market trends and financial products to offer relevant and timely advice to clients.
- Conduct regular reviews and assessments of client portfolios, identifying areas for improvement and growth.
- Assist in the on-boarding process for new clients, ensuring a smooth and effective transition.




- Maintain accurate records and documentation for all client interactions and transactions.
- Work closely with the operations team to ensure smooth back-end processes and efficient service delivery.

Qualifications

- A bachelor's degree in finance, business, or a related field is preferred.
- Minimum 2-3 years of experience in a customer service or relationship management role, preferably in the banking industry.
- Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
- Strong problem-solving and analytical skills, with the ability to provide creative solutions.
- Proactive and customer-centric approach, with a focus on delivering an exceptional service experience.
- Ability to work independently and manage multiple tasks simultaneously.
- Proficiency in Microsoft Office and other relevant software tools.
- Knowledge of banking regulations and compliance standards is an asset.
- Willingness to continuously learn and stay updated with industry trends and products.
- A self-motivated and results-driven individual with a passion for customer service.

📌 Sky Service CCU - RM-Sky Channel-Customer Service (Thane)
🏢 Kotak Mahindra Bank
📍 Thane