Kotak Securities

Pune, Ahmedabad – www.kotaksecurities.com – 03/02/2023

Salary – Based on current CTC

Job Title

PCG Customer service

Company Profile

Kotak Securities is one of the oldest and trusted equity brokerages in India, established in 1994. As a subsidiary of Kotak Mahindra Bank Ltd., we provide our customers with opportunities in the capital markets, smart technology, and useful insights to make successful investments. Our dedicated in-house research division publishes various sector and company-specific studies that offer analysis of stocks, helping investors to make informed decisions. As a growing firm, we constantly strive to innovate our technology platforms and give the best of services which includes trade Free Youth for under 30 years encourages youth to get a better hand in the market by saving brokerage across all segments and for people above 30 years, our Trade Free Plan gives additional benefits on trading like saving brokerage on certain segments.

Job Profile & Responsibilities

  • Manage a team for client servicing of HNI and Ultra-HNI clients.

  • Understand client’s requirements and accordingly provide services.

  • Strategize engagement plans for inactive customers and activate their accounts.

  • Ensure that customers trade actively after opening the trading account.

  • Maintaining & keeping track of data, reminding clients about activities they need to do, office / operations related work, processing of data received by clients.

  • Interfacing with operations team.

  • Have a customer-centric approach and ensure that customers are serviced well.

  • Will be responsible for end to end ownership of the process.

  • Proactive updation to all parties.

Preferred Qualifications

  • Graduate/Post Graduate.
  • CWM certification would be an added advantage.

Desired Candidate Profile

  • Team handling experience is a must.

  • Excellent  Communication Skill.

  • Should possess strong networking & relationship building skills.

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