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Customer Services - Lead - PCG CS

Kotak Securities · Remote

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Collected role description

<p style="text-align:justify;">The Candidate is responsible for managing the entire Servicing Activity focusing on timely resolution of customer queries and complaints. Should lead from the front ensuring adherence with the regulatory and internal guidelines/policies.</p><p style="text-align:justify;margin-bottom:0.0001pt;"><b><u>Key Responsibilities and Accountabilities Managerial Responsibilities Candidate will be responsible for </u></b></p><p style="text-align:justify;margin-bottom:0.0001pt;text-indent:-18pt;"><span style="font-family:Wingdings;">§<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span>Ensuring that all service standards which are committed to PCG customers are met without any hindrance.<b><u></u></b></p><p style="text-align:justify;margin-bottom:0.0001pt;text-indent:-18pt;line-height:normal;"><span style="font-family:Wingdings;">§<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span>Stay up to date with markets to provide best solutions to the customers related to their service concerns. </p><p style="text-align:justify;margin-bottom:0.0001pt;text-indent:-18pt;line-height:normal;"><span style="font-family:Wingdings;">§<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span>Pro and skilled to have on boarding of HNI clients; via PMS,AIF and MF, expertise with KYC and other documents involved in processing . </p><p style="text-align:justify;margin-bottom:0.0001pt;text-indent:-18pt;line-height:normal;"><span style="font-family:Wingdings;">§<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span> collaborating with cross-functional teams such as Sales RM ,Business, technology, operations, legal, risk, and compliance for effective service delivery. </p><p style="text-align:justify;margin-bottom:0.0001pt;text-indent:-18pt;line-height:normal;"><span style="font-family:Wingdings;">§<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span> Should be well equipped with in-house product and its functionalities leading to process and operational efficiency.</p><p style="text-align:justify;margin-bottom:0.0001pt;text-indent:-18pt;line-height:normal;"><span style="font-family:Wingdings;">§<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span> Strategic and tactical scheduling and team management to meet service levels improve and manage productivity along with quality.</p><p style="text-align:justify;margin-bottom:0.0001pt;text-indent:-18pt;line-height:normal;"><span style="font-family:Wingdings;">§<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span>Manage Servicing Operations with minimal or no supervision with complete ownership.</p>