Agent
Jobs
Applied
Tracker
Profile
    1. Jobs for you
    2. Job

    Job · 19413262

    Kotak Securities logo

    Team Member-Process-Credit Card-Marketing HO

    Kotak Securities · Mumbai · onsite · Posted 24d ago

    Not disclosedFresherfulltimeSourced fromFoundit

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

    About this role

    Key Responsibilities

    Escalation Management

    • Handle customer escalations related to Credit Card sales, sourcing, onboarding, mis-selling, application processing, documentation, and activation issues.
    • Investigate complaints received through customer care, Nodal Desk, Social Media, Banking Ombudsman, RBI, and senior management channels.
    • Coordinate with Sales, Operations, Risk, Compliance, Vendor Partners, and Contact Centre teams for timely resolution.
    • Ensure all complaints are resolved within defined TATs and regulatory requirements.

    Quality & Compliance

    • Conduct root cause analysis of escalations and identify gaps in sales processes.
    • Review sales calls, customer interactions, and field sales practices for adherence to quality and compliance standards.
    • Identify instances of mis-selling, process deviations, and customer dissatisfaction.
    • Recommend corrective and preventive actions to reduce repeat complaints.
    • Support quality monitoring programs and calibration exercises.

    Field Sales Governance

    • Work closely with field sales teams and channel partners to improve customer experience.
    • Monitor complaints against Direct Sales Executives (DSEs) and third-party sales agencies.
    • Drive corrective actions and coaching for underperforming sales teams.
    • Ensure adherence to product disclosures, KYC requirements, and sales scripts.

    Call Centre Coordination

    Review escalated customer interactions handled by tele caller & provide resolution

    Sourced from foundit

    Skills

    Root Cause AnalysisQuality ComplianceSales scriptsKYC requirementsCoachingEscalation Management

    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

    WebsiteLinkedInAmbitionBox reviews

    Team Member-Process-Credit Card-Marketing HO · waiting for your command