Key Responsibilities:
• Manage a portfolio of Privy/Solitaire customers through telephonic and digital engagement.
• Drive relationship deepening by cross-selling banking and investment products.
• Ensure superior customer experience and timely resolution of queries.
• Achieve business targets across product lines (liabilities, assets, investments, insurance, etc.).
• Coordinate with internal teams to deliver seamless service and onboarding.
• Maintain compliance and adhere to all audit and regulatory norms.
Desired Skills & Qualifications:
• Candidate should be Amfi and IRDA certified.
• Graduate/Postgraduate with relevant banking experience.
• Strong communication and relationship management skills.
• Good understanding of banking and investment products.
• Prior experience handling premium customer segments preferred.
Key Responsibilities:
• Manage a portfolio of Privy/Solitaire customers through telephonic and digital engagement.
• Drive relationship deepening by cross-selling banking and investment products.
• Ensure superior customer experience and timely resolution of queries.
• Achieve business targets across product lines (liabilities, assets, investments, insurance, etc.).
• Coordinate with internal teams to deliver seamless service and onboarding.
• Maintain compliance and adhere to all audit and regulatory norms.
Graduate
About Kotak Mahindra Group:
Established in 1985, the Kotak Mahindra Group is one of India’s leading financial services conglomerates. In February 2003, Kotak Mahindra Finance Ltd. (KMFL), the Group’s flagship company, received a banking license from the Reserve Bank of India (RBI). With this, KMFL became the first non-banking finance company in India to become a bank – Kotak Mahindra Bank Limited.
The consolidated balance sheet of Kotak Mahindra Group is over 1 lakh crore and the consolidated net worth of the Group stands at 13,943 crore (approx US$ 2.6 billion) as on September 30, 2012.
The Group offers a wide range of financial services that encompass every sphere of life. From commercial banking, to stock broking, mutual funds, life insurance and investment banking, the Group caters to the diverse financial needs of individuals and the corporate sector. The Group has a wide distribution network through branches and franchisees across India, and international offices in London, New York, California, Dubai, Abu Dhabi, Bahrain, Mauritius and Singapore. For more information, please visit the company’s website at https://www.kotak.bank.in/en/home.html
