Investment Specialist
Kotak Mahindra BankKarnataka, India3 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 • Karnataka, India
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