PCG Customer Service

4 weeks ago


Pune India Kotak Securities Full time

.Manage a team for client servicing of HNI and Ultra-HNI clients.

.Understandclient's requirements and accordingly provideservices

.Strategize engagement plans for inactive customers and activate their accounts

.Ensure that customers trade actively after opening the trading account

.Maintaining & keeping track of data, remindingclientsabout activities they need to do, office / operations related work, processing of data received byclients

.Interfacing with operations team

.Have a customer-centric approach and ensure that customers areserviced well

.Will be responsible for end to end ownership of the process.

.Proactive updation to all parties.



.Graduate with 3-4 yrs. of similar experience

.Team handling experience is a must.

.Excellent Communication Skill

.Should possess strong networking & relationship building skills.



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