Customer Service Lead

7 days ago


Pune, Maharashtra, India Kotak Mahindra Bank Full time

Key Responsibilities:

Manage a team for client servicing of high net worth individuals and ultra-high net worth clients.

Understand client requirements and provide services accordingly.

Strategize engagement plans for inactive customers and activate their accounts.

Ensure customers trade actively after opening their trading accounts.

Maintain and track data, reminding clients about necessary activities and office operations.

Interface with operations teams.

Implement a customer-centric approach to ensure excellent customer service.

Take end-to-end ownership of processes and update all parties proactively.

Require a graduate with 3-4 years of similar experience and team handling experience.

Essential skills include excellent communication and strong networking and relationship building skills.



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