Documentation-kotak Private Banking-customer Service

KRAs: - Cash Management - Cash/Non-cash transactional activitiesRedress customer needs pertaining to cash, DDs, cheque deposits, general information.- Maintaining speed and accuracy of transactional processes. - Sensation of the use of other business opportunities. - Providing a high-quality experience that will encourage customer loyalty and good...

**Private Banking Advisor, AS**: **Job ID**:R0354773**Full/Part-Time**:Full-time**Regular/Temporary**:Regular**Listed**:2024-10-07**Location**:Surat**Position Overview**: **Job Title: Private Banking Advisor, AS** **Location: Surat, India** **Role Description** Branch Banking is the liability business for Deutsche Bank present in 17 locations across...

Collection / Recovery - Regular EMIs & over dues. Complete control on - NPA & overdue cases - Achievement of targets towards Collections of Private Vehicles (Car Finance) - Overseeing all activities with respect to Collections/handling of soft bucket and hard bucket cases, including non-starter cases as well. - Monitoring of Collection Agencies working for...

**Job Title: PCC Only - Private Banker** **Location - Ahmadabad** **Role Description** Branch Banking is the liability business for Deutsche Bank present in 17 locations across India. This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to...

**Role**:Senior Executive-WC **Position code**:5010 - Needs to have a good knowledge of Local market. Must have experience in that Geography - To understand clients business & provide appropriate products - To cross sell various products like Current Account/Savings account/Life Insurance and General Insurance - To build relationships with key persons in...

1. Responsible for acquiring new high net worth clients, developing and maintaining relationships, and expanding existing ones.2. Develops and implements an integrated customer marketing plan that addresses wealth creation, preservation, and enhancement through in-depth client profiling to identify opportunities and match them with products/solutions offered...

Job Description - Commercial Operations Summary - CFO Center BU - Customer Service Desk Grade - Job Description Job Role - To handle day to day trade transactions, understanding client requirements, - Co-ordination with cpc for transaction processing and discrepancy resolution, - Dealing and co-ordinating with various business groups within the bank, -...

Job Title: Service Manager– Branch BankingJob Summary:We are seeking a highly skilled Service Manager– Branch Banking to lead our branch operational activities. The successful candidate will manage a service team, coordinate audits, and ensure service excellence to enhance portfolio's, control retention, and better cross-sell activities.Key...

Understand customer requirements & train the customers on usage of Cash Management Platform - Interaction with existing CMS customers to understand the technical requirement for system integration for TBG products/services - Support Consumer & Commercial Bank customers for modification/service related queries. - Help channels in giving demonstration of our...

Key Responsibilities: Build and maintain strong relationships with high-net-worth clients (HNWI), understanding their financial goals and needs. Serve as the primary point of contact for clients, addressing their banking, investment, and financial planning needs. Provide personalized banking solutions and regular portfolio reviews. Ensure a high...

Key Responsibilities:Build and maintain strong relationships with high-net-worth clients (HNWI), understanding their financial goals and needs.Serve as the primary point of contact for clients, addressing their banking, investment, and financial planning needs.Provide personalized banking solutions and regular portfolio reviews.Ensure a high level of client...

Key Responsibilities: Build and maintain strong relationships with high-net-worth clients (HNWI), understanding their financial goals and needs. Serve as the primary point of contact for clients, addressing their banking, investment, and financial planning needs. Provide personalized banking solutions and regular portfolio reviews. Ensure a high level of...

Key Responsibilities:1. Identify and acquire new high net worth clients, fostering strong relationships and expanding existing ones.2. Develop and implement a comprehensive customer marketing strategy, focusing on wealth creation, preservation, and enhancement through in-depth client profiling.3. Primary focus on selling equity-based investment products,...

**JOB DESCRIPTION**: - Customer Service Officers to address requests/complaints received from clients for all for Retail Asset Products (Eg: Home loan / LAP/Personal Loan). - Address all Service Request /Complaints and ensure all requests/complaints are closed within TAT - Digital Adoption for all Retail Asset Clients - Achieve Cross sell Targets set as per...

Customer Support RepresentativeWe are seeking a dedicated and customer-focused individual to join our team at Fancall Private Limited as a Customer Support Representative. In this role, you will be the first point of contact for our customers, ensuring a positive experience by addressing their inquiries with care and efficiency.Key Responsibilities:Respond...

**Company Description**: **We are an instant loan company that provides fast and easy loans to people who need it. Our mission is to help our customers achieve their financial goals by providing them with the necessary funds in a timely and efficient manner. We are looking for two Customer Support Executives to join our team and assist our customers with any...

Customer Support RepresentativeWe are seeking a highly skilled and customer-focused individual to join our team as a Customer Support Representative at Fancall Private Limited. As a key member of our customer support team, you will be responsible for providing exceptional service to our customers, addressing their inquiries, and resolving issues in a timely...

About the RoleThe Service Relationship Manager plays a crucial role in delivering exceptional customer experiences for service requests in the Affluent Banking channel. This includes handling service delivery for customers interacting with the branch, both in-person and via voice-based interactions.Key ResponsibilitiesProcess transactions as per defined...

Job SummaryThe Service Relationship Manager will be responsible for delivering exceptional service to customers in the Affluent Banking segment. This role requires strong client centricity, compliance and controls centricity, and the ability to work as a team player.Key ResponsibilitiesTransaction processing as per defined process and guidelines.Processing...

About Axis BankAxis Bank is a leading private sector bank in India, known for its customer-centric approach and commitment to excellence. As a Service Relationship Manager for Affluent Banking Network Coverage, you will play a critical role in delivering exceptional customer experiences and driving business growth.Key ResponsibilitiesAs a Service...