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Customer Experience - Team Member- West

Kotak Securities · Remote

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Collected role description

Role overview

Customer Experience - Team Member- West at Kotak Securities

Responsibilities

  • Design and execute CX initiatives to capture NPS, CSAT, and App feedback across key customer touchpoints.
  • Analyze structured and unstructured customer feedback to generate actionable insights and build a comprehensive VoC narrative.
  • Analyze contact ratios and identify high-volume drivers.
  • Collaborate with Customer Service and Sales teams to co-create and run programs that enhance customer satisfaction and reduce effort.

Additional role details

  • Voice of Customer (VoC) Programs
  • Survey & Event Design
  • Collaborate with Salesforce and product teams to define event triggers and craft effective survey questions.
  • Feedback Analysis
  • CX Reporting & Insights
  • Develop regular reports and dashboards on customer attributes such as category, order placement, and funds transferred, tying feedback to behaviors and lifecycle stages.
  • CX Forums & Stakeholder Engagement
  • Facilitate cross-functional CX forums with business leaders, ensuring alignment on key issues and opportunities.
  • Journey Improvements
  • Partner with product managers to embed customer-centric design into end-to-end journeys, addressing friction points and improving overall experience.
  • Contact Ratio Analysis & Deflection Strategy
  • Work closely with chat and IVR product leads to suggest self-service deflection points, reduce contact volumes, and improve resolution efficiency.
  • CX Enablement for CS & Sales
  • Influence Product Strategy
  • Act as the customer advocate in product discussions, ensuring that customer experience insights shape roadmaps and prioritization.