Investment Specialist-Affluent-AFFLUENT-Investment Counselors

3 days ago


Jaipur India Kotak Mahindra Bank Limited Full time

Job Description Associate Relationship Manager - Affluent-AFFLUENT-Service - Non Branch Banking Job Description Principal 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



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