Team Member-Process-Credit Card-Marketing HO
Kotak Securities · Mumbai · onsite · Posted 24d ago
Not disclosedFresherfulltimeSourced from
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
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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