Role Overview

The Solitaire VRM Support role focuses on managing and deepening relationships
with Privy and Solitaire segment customers through telephonic and digital
engagement. The position ensures superior customer experience, cross-selling of
banking and investment products, and compliance with regulatory norms.

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.
Solid 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.

📌 Sky Affluent Vrm Tl Sky Channel Vrm Thane (India)
🏢 Kotak
📍 India