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Digital Business– Lead Client Activation -West

Kotak Securities · Mumbai

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Collected role description

Role overview

Digital Business– Lead Client Activation -West at Kotak Securities

Responsibilities

  • Drive client activation, engagement, and early trading behaviour within the first 30 days through a team
  • Collaborate with Product & Technology teams to improve digital onboarding flows and automation.
  • Conduct regular performance reviews and drive accountability and process discipline

Employment details

  • Location: Kotak Infiniti [Mumbai] [Maharashtra] [India]

Additional role details

  • Enhance onboarding (Activation) experience to improve activation rates.
  • Identify and resolve Activation friction points through continuous process improvements
  • Develop and monitor activation dashboards and MIS reports.
  • Leverage data-driven insights to optimize client journeys and outcomes.
  • Lead, mentor, and manage activation teams handling high-volume inflow.