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Investment Specialist

Investment Specialist

Kotak Mahindra BankKolkata, IN
1 day ago
Job description

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 :

  • Excellent 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
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    Investment Specialist • Kolkata, IN

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