Investment Specialist

4 days ago


New Delhi, India Kotak Mahindra Bank Full time

Job DescriptionPrincipal Responsibilities:- Handle personalized service requests of Affluent (Solitaire) customers and deliver TAT. - Ensure strict adherence to regulatory requirements for Affluent customer segment. - Coordinate with internal teams - CPC/RPC/Investment desks for execution of service requests of Affluent customers. - Manage complaints and ensure resolution within TAT. - Ensure higher customer wallet share through service to sales cross-sell and deepening of banking relationship. - Deliver performance on service-quality scorecard - Visit Customers for service related and profilers.Skills and Requirements:- Excellent communication skills with customer service orientation - Courteous, patient and polite - Team player - Knowledge of Microsoft Excel - Understanding of banking norms and processes - Minimum qualification – Graduate


  • Investment specialist

    4 weeks ago


    Delhi, India GenesisCipher Labs Full time

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  • New Delhi, India EPIC Investment Partners Full time

    EPIC Investment PartnersAbout UsEPIC Investment Partners (“EPIC”) is a global financial services platform with 250 people across four integrated divisions Capital, Markets, Administration and Advisory.EPIC was founded in 2001 by Giles Brand and Hiren Patel, financial services entrepreneurs with backgrounds in private equity. Business building is at the...


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    New Delhi, India EPIC Investment Partners Full time

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    New Delhi, India EPIC Investment Partners Full time

    EPIC Investment PartnersAbout UsEPIC Investment Partners (“EPIC”) is a global financial services platform with 250 people across four integrated divisions Capital, Markets, Administration and Advisory.EPIC was founded in 2001 by Giles Brand and Hiren Patel, financial services entrepreneurs with backgrounds in private equity. Business building is at the...

  • Process Specialist

    4 days ago


    New Delhi, India EPIC Investment Partners Full time

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  • Delhi, Delhi NCR, India Yes Bank Limited Full time

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