Job Category: Consumer Bank

Degree Level: Bachelor's Degree

Job Description:

The Sky CA Classic Relationship Manager plays a crucial role in our bank's Sky Channel-VRM - CA department. Your primary responsibility will be to develop and maintain solid relationships with our high-net-worth customers, ensuring their financial needs are met with personalized solutions. You will be the key point of contact for these clients, offering expert advice and guidance on a range of financial products and services. This role requires excellent communication and interpersonal skills, as well as a deep understanding of the financial industry and its products.

Responsibilities:

- Build and nurture long-term relationships with high-value customers, understanding their financial goals and needs.
- Offer tailored financial solutions, including investment advice, wealth management, and banking services.
- Stay updated on market trends and financial products to provide relevant and timely advice to clients.
- Collaborate with other departments to ensure a seamless customer experience across various banking services.
- Conduct regular reviews and meetings with clients to discuss their portfolio performance and make necessary adjustments.
- Identify cross-selling opportunities and promote the bank's products and services to existing clients.




- Maintain a high level of customer satisfaction and ensure a positive brand image for the bank.
- Handle customer inquiries and complaints promptly and efficiently, providing effective resolutions.
- Stay compliant with all regulatory requirements and adhere to the bank's policies and procedures.

Qualifications:

- A bachelor's degree in finance, business administration, or a related field is preferred.
- Minimum 3 years of experience in relationship management or a similar role, preferably in the banking industry.
- Strong knowledge of financial products, including investments, insurance, and banking services.
- Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
- Analytical mindset with the ability to interpret financial data and provide insightful recommendations.
- Proactive approach to identifying client needs and offering tailored solutions.
- Ability to work independently and manage a diverse portfolio of high-value customers.
- Proficiency in using banking software and tools for client relationship management.
- Strong organizational skills and attention to detail.
- A self-motivated and results-driven attitude with a passion for delivering exceptional customer service.

📌 Sky CA Classic - RM-Sky Channel-VRM - CA (Thane)
🏢 Kotak Mahindra Bank
📍 Thane