Customer Services - Team Member - PCG CS - West

Kotak Securities · Remote

Collected role description

Customer Services - Team Member - PCG CS - West at Kotak Securities

Ø Manage a team for client servicing of HNI and Ultra-HNI clients.
Ø Understand client’s requirements and accordingly provide services
Ø Strategize engagement plans for inactive customers and activate their accounts
Ø Ensure that customers trade actively after opening the trading account
Ø Maintaining & keeping track of data, reminding clients about activities they need to do, office / operations related work, processing of data received by clients
Ø Interfacing with operations team
Ø Have a customer-centric approach and ensure that customers are serviced well
Ø Will be responsible for end to end ownership of the process.
Ø Proactive updation to all parties.