Product Support Specialist

4 weeks ago


Mumbai, Maharashtra, India Kotak Mahindra Bank Full time

About Kotak Securities: Kotak Mahindra Bank has established itself as one of the largest and oldest stock brokers in the industry. Our company offers a wide range of services, including stock broking, investments in IPO, mutual funds, and portfolio management, as well as being a depository participant with National Securities Depository Limited (NSDL) and Central Depository Services Limited (CDSL). Our research division conducts in-depth macro economic studies, sectorial research, and company-specific equity research, providing valuable insights to the market. With a network spanning over 400 cities and 1200 outlets, we process more than 400,000 trades daily, rivaling renowned international brokers. We have been pioneers in introducing several industry-standard products and services.

Department: Alternate Channel

Designation: Product Support Specialist

Grade: M5/M6

Key Responsibilities:

  1. Liaise with channel partners to ensure all their requirements are met, prioritizing Non-Resident (NR) and Priority clients.
  2. Collaborate with NRI Operations Support to assist clients with stock transfers.
  3. Coordinate with the business team to resolve complex cases for NR and Priority clients.
  4. Work closely with the NRI product team to simplify the overall NRI onboarding process.
  5. Coordinate with empaneled corporates to assist their employees (onsite foreign nationals) in setting up accounts for seamless execution and remittance of funds.
  6. Organize regular trainings for channel partners on NRI demat and trading.
  7. Maintain a good rapport with the PINS team for smooth processing.
  8. Regularly check and analyze client activation for NR and Priority clients.
  9. Run various channel engagement activities, such as contests and campaigns, to increase productivity and visibility for NR and Priority clients.
  10. Conduct regular competition analysis and implement best practices for NR and Priority clients.

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