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