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    Job · 23638457

    Kotak Securities logo

    Associate Relationship Manager - Affluent_AFFLUENT_0832_8087_1001285

    Kotak Securities · Not specified · onsite · Posted 2d ago

    Not disclosedFresherfulltimeSourced fromFoundit

    About a minute. You'll make an account on the way through.

    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.

    Sourced from foundit

    Skills

    excelUnderstanding of banking norms and processes

    About Kotak Securities

    Kotak Securities logo

    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

    Find them on

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