MUMBAI · FULLTIME
Associate Relationship Manager - Affluent_AFFLUENT_0832_1288_1085511
Kotak Securities
Mumbai · onsite · Posted 1d ago
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Section · 01
About this role
Description
| Role: |
| . Handling personalized service requests of Affluent customers. |
| . Generation of timely business MIS. |
| Ensuring strict adherence to regulatory and internal approved prescribed requirements for Affluent customer segment. |
| . Coordination with CPC/RPC/Investment desks for account opening of Affluent customers. |
. Managing complaints of Affluent customers and ensuring their resolution within TAT . Meeting Affluent Key customers in person for Customer Profiling and Service Hook activations |
| Job Requirement: |
| . Excellent written and oral communication skills |
| . Developing and maintaining banking relationships with a select group of high net worth customers |
| . Excellent communication skills with customer service orientation |
| . Courteous and polite |
| . Good Knowledge of Microsoft Excel |
| . Understanding of banking norms and processes. |
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Section · 02
Skills
excelUnderstanding of banking norms and processes
Section · Company
About Kotak Securities
Kotak Securities
Financial Services
4.6k+
employees
1994
32 years old
Mumbai, Maharashtra
India
₹8.5L PA avg
Avg at Kotak Securities
About
Kotak Securities are a trusted trading platform backup by 3.5 Million + customers provide all financial services ounder one roof.
Industries
Financial Services
Employee ratings
10 reviews
3.6/ 5
Culture
2.8
Career growth
3.0
Work-life
3.7
Employees rate it well for
Work-Life Balance36Overall Company36
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