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.
Job description provided by Kotak Mahindra Bank.
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