Investment SpecialistKotak Mahindra Bank • Bengaluru, Karnataka, India
Investment Specialist
Kotak Mahindra Bank • Bengaluru, Karnataka, India
6 days ago
Job descriptionExcellent communication skills with customer service orientation Courteous, patient and polite Team player Knowledge of Microsoft Excel Understanding of banking norms and processes Minimum qualification – Graduate
Job Description
Principal Responsibilities :
- Handle personalized service requests of Affluent (Solitaire) customers and deliver TAT.
- Ensure strict adherence to regulatory requirements for Affluent customer segment.
- Coordinate with internal teams - CPC / RPC / Investment desks for execution of service requests of Affluent customers.
- Manage complaints and ensure resolution within TAT.
- Ensure higher customer wallet share through service to sales cross-sell and deepening of banking relationship.
- Deliver performance on service-quality scorecard
- Visit Customers for service related and profilers.
Skills and Requirements :
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Investment Specialist • Bengaluru, Karnataka, India
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