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Job Opening details:-
Company Name :- Kotak Securities
Position Name :-
Company Location :- Ahmedabad, Gujarat
Job Category : General jobs
Full Job Description :-
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.
Ø Graduate with 3-4 yrs. of similar experience
Ø Team handling experience is a must.
Ø Excellent Communication Skill
Ø Should possess strong networking & relationship building skills.
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