Customer Services - Team member - PCG CS - North

Kotak Securities · Remote

Source and collection record

Last observed by our collector: 8 October 2026 at 11:38 pm IST. This is not a manual review or a confirmation from the employer.

Job type and experience labels are automated discovery categories. The employer determines eligibility. Original experience wording was not retained separately; check the current employer page.

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Mark the statements you can support after reading the employer source. This checklist stays on this page; it does not score your eligibility or submit an application.

Attendance and availability: I checked the employer page for work location, office attendance, start date and duration.Current requisition: I checked the current employer requisition and its application requirements.

0 of 2 checks marked. Keep unresolved requirements as questions for the employer.

Collected role description

<p class="MsoListParagraphCxSpFirst" style="margin-bottom:1rem;margin-left:72pt;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;text-align:justify;text-indent:-18pt;">Ø Manage a team for client servicing of HNI and Ultra-HNI clients.<p class="MsoListParagraphCxSpMiddle" style="margin-bottom:1rem;margin-left:72pt;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;text-align:justify;text-indent:-18pt;">Ø Understand client’s requirements and accordingly provide services<p class="MsoListParagraphCxSpMiddle" style="margin-bottom:1rem;margin-left:72pt;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;text-align:justify;text-indent:-18pt;">Ø Strategize engagement plans for inactive customers and activate their accounts<p class="MsoListParagraphCxSpMiddle" style="margin-bottom:1rem;margin-left:72pt;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;text-align:justify;text-indent:-18pt;">Ø Ensure that customers trade actively after opening the trading account<p class="MsoListParagraphCxSpMiddle" style="margin-bottom:1rem;margin-left:72pt;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;text-align:justify;text-indent:-18pt;">Ø Maintaining & keeping track of data, reminding clients about activities they need to do, office / operations related work, processing of data received by clients<p class="MsoListParagraphCxSpMiddle" style="margin-bottom:1rem;margin-left:72pt;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;text-align:justify;text-indent:-18pt;">Ø Interfacing with operations team<p class="MsoListParagraphCxSpMiddle" style="margin-bottom:1rem;margin-left:72pt;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;text-align:justify;text-indent:-18pt;">Ø Have a customer-centric approach and ensure that customers are serviced well<p class="MsoListParagraphCxSpMiddle" style="margin-bottom:1rem;margin-left:72pt;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;text-align:justify;text-indent:-18pt;">Ø Will be responsible for end to end ownership of the process.<p class="MsoListParagraphCxSpMiddle" style="margin-bottom:1rem;margin-left:72pt;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;text-align:justify;text-indent:-18pt;">Ø Proactive updation to all parties.