Kotak Mahindra BankVisakhapatnam, Republic Of India, 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
Create a job alert for this search
Investment Specialist • Visakhapatnam, Republic Of India, IN
Related jobs
Promoted
Senior Investment Advisor - HNWI & Private Capital Relations
Friendly Franchisees Corporation / Silver Star Real Estate LLCVisakhapatnam, IN
Senior Investment Liaison – HNWI & Private Capital Relations.We are seeking a well-connected and relationship-driven.Senior Investment Liaison – HNWI & Private Capital Relations.We are seeking a we...Show moreLast updated: 30+ days ago
Promoted
Investment Analyst
Zetheta Algorithms Private LimitedVisakhapatnam, IN
ZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools.
We are seeking a talented and motivated student intern for Investment A...Show moreLast updated: 30+ days ago
Promoted
Structured Finance Specialist
Scry AIvizianagaram, andhra pradesh, in
Structured Finance Specialist – Subject Matter Expert (AI Products).Scry AI is a research-led enterprise AI company that builds intelligent platforms for BFSI, insurance, logistics, and industrial ...Show moreLast updated: 16 days ago
Promoted
New!
Entity Compliance Specialist
MultiplierVisakhapatnam, IN
The global hiring revolution is shaping a future where talent can thrive everywhere, driving innovation and progress on a global scale.
Multiplier is at the forefront of this change.By removing barr...Show moreLast updated: 4 hours ago
Promoted
FOREX INVESTOR
FOREX INVESTMENTVisakhapatnam, IN
We suggest you enter details here.This is a contract remote role for a FOREX Investor at FOREX INVESTMENT.The Investor will be responsible for tasks related to Escrow, Communication, Customer Servi...Show moreLast updated: 30+ days ago
Promoted
New!
Investment Banking Analyst
SKS Enterpprises - Human Resource Planning and ManagementVisakhapatnam, IN
Position Name - Analyst - Investment Banking.Minimum 2 to 4 years of experience in a front-end investment banking, venture capital, private equity, or related financial analysis role.A venture capi...Show moreLast updated: 9 hours ago
Promoted
Senior T24 Developer - Investment Banking
Systems LimitedVisakhapatnam, IN
The ideal candidate will possess strong technical expertise in.Securities workflows, Temenos API frameworks, and system integrations.
This role involves leading the end-to-end delivery of T24 techni...Show moreLast updated: 7 days ago
Promoted
Investor Relations Specialist (Voice process)
TalentojVisakhapatnam, IN
Wint Wealth is a fast-growing fintech startup making high-yield debt products accessible to retail investors.We empower investors with safe, transparent, and regulated opportunities beyond traditio...Show moreLast updated: 30+ days ago
Promoted
Senior Analyst - Performance Attribution, Malaysia
Invartis ConsultingVisakhapatnam, IN
Job Location - Cyberjaya Malaysia.This role will require relocation to Malaysia.The position is not based in India.We are seeking to hire well experienced Techno-functional Investment Performance O...Show moreLast updated: 30+ days ago
Promoted
New!
Treasury Specialist
Delta Electronics IndiaVisakhapatnam, IN
MBA finance – 4-5 years; CA – 2-3 years.Manufacturing industry (not from Service industry-IT or ITES).Knowledge of Working Capital concept, managing funds.
Liaison with Banks for borrowings, pricing...Show moreLast updated: 4 hours ago
Promoted
New!
Client Specialist
PrepHiresVisakhapatnam, IN
We have also recently launched.As a Client Acquisition & Marketing Intern, you will be responsible for reaching out to individual job seekers, promoting our free profile audit, generating leads, an...Show moreLast updated: 4 hours ago
Promoted
Financial Analyst
ArcanaVisakhapatnam, IN
We’re looking for world-class front-office Financial Analysts to join our mission at Arcana—a next-generation portfolio intelligence company powering hedge funds, and asset managers.This role isn’t...Show moreLast updated: 30+ days ago
Promoted
Co-Founder with Investment
Aalekh AIVisakhapatnam, IN
Cofounder (with Investment) – Aalekh.Equity + Investment-Based Role.Artificial Intelligence, Accounting SaaS, FinTech.Our AI-powered SaaS platform automates tasks like : .
Client query answering via A...Show moreLast updated: 11 days ago
Promoted
Senior Investment Professional
SLKVisakhapatnam, IN
Job Description – Senior Investment Professional.Senior Investment Professional.Remote work based in India (Full-Time).SLK is a specialist climate change and healthcare advisory firm dedicated to a...Show moreLast updated: 30+ days ago
Compliance Specialist – Affordable Housing (LIHTC).Remote (Based in India, supporting California projects).Full-time | Must be available to work in Pacific Standard Time (PST) overlap hours.We are ...Show moreLast updated: 16 days ago