As a Relationship Officer – Customer Engagement, you will be responsible for
acquiring and managing high-net-worth individuals (HNIs) within the bank’s
Priority Banking segment. This role focuses on deepening customer relationships,
enhancing engagement, and driving cross-sell opportunities across the bank’s
product suite. You will be expected to source new customers through lead
generation models and field support, while ensuring a high standard of customer
service and adherence to bank policies. The role also involves coordinating with
product managers and group companies to deliver a seamless banking experience,
conducting sales initiatives, and maintaining detailed relationship records.
This position is ideal for professionals with a strong sales orientation,
excellent communication skills, and a passion for building long-term client
relationships in a dynamic banking environment.

RESPONSIBILITIES

Acquire and expand relationships with High Net Worth (HNI) customers by sourcing
Category A Priority clients.



Generate new customer leads through structured lead
generation models and external field support. Ensure high levels of customer
service and strict adherence to bank policies and compliance norms. Cross-sell a
wide range of bank products to existing customers to deepen wallet share.
Educate clients on recent products and enhancements to strengthen the banking
relationship. Plan and execute special sales initiatives and client engagement
activities in collaboration with Product Managers. Coordinate with group
companies to offer integrated financial solutions across product lines. Maintain
comprehensive relationship records for all assigned customer accounts. Ensure
timely resolution of customer queries and maintain consistent client contact.
Act as a role model within the organization by demonstrating professionalism and
teamwork.

📌 Sky Phygital (Bengaluru)
🏢 Kotak
📍 Bengaluru