Description

Key Responsibilities:

• Manage a portfolio of Privy/Solitaire customers through telephonic and digital engagement.

• Drive relationship deepening by cross-selling banking and investment products.

• Ensure superior customer experience and timely resolution of queries.

• Achieve business targets across product lines (liabilities, assets, investments, insurance, etc.).

• Coordinate with internal teams to deliver seamless service and onboarding.

• Maintain compliance and adhere to all audit and regulatory norms.

Desired Skills & Qualifications:

• Candidate should be Amfi and IRDA certified.

• Graduate/Postgraduate with relevant banking experience.

• Solid communication and relationship management skills.

• Positive understanding of banking and investment products.





• Prior experience handling premium customer segments preferred.

Responsibilities
Key Responsibilities:

• Manage a portfolio of Privy/Solitaire customers through telephonic and digital engagement.

• Drive relationship deepening by cross-selling banking and investment products.

• Ensure superior customer experience and timely resolution of queries.

• Achieve business targets across product lines (liabilities, assets, investments, insurance, etc.).

• Coordinate with internal teams to deliver seamless service and onboarding.

• Maintain compliance and adhere to all audit and regulatory norms.

Qualifications
Graduate

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