Sky CA Classic - RM_Sky Channel-VRM - CA_Thane
Core
Managing outbound customer interactions for Wealth and Privy clients via virtual relationship channel to deliver service and drive product sales.
Role type
Relationship Manager (Virtual Relationship Management)
Builds
Personalized banking solutions and product sales for Wealth and Privy clients
Domain
Banking / Wealth Management
Deliverable
product features
Required skills
Outbound sales, customer relationship management, cross-functional product knowledge (cards, liabilities, assets), service benchmark management, data logging
Preferred skills
Universal phone banking proficiency, proactive communication
Responsibilities
Handle outbound calls for Wealth and Privy customers, drive product sales and meet assigned targets, ensure consistent customer contact and timely resolution of queries, maintain service benchmarks including NPS and service level, record and maintain detailed logs of daily interactions, deliver personalized sales pitches, adhere to information security norms