Wealth Relationship Manager Support Thane

Wealth Relationship Manager Support Thane

14 Sep
|
Kotak Mahindra Bank
|
Thane

14 Sep

Kotak Mahindra Bank

Thane

Sky Affluent VRM-Sky Channel-VRM - Support 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.
Valuable understanding of banking and investment products.
Prior experience handling premium customer segments preferred.

📌 Wealth Relationship Manager Support Thane
🏢 Kotak Mahindra Bank
📍 Thane

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