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Kotak Securities (KSL)
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Customer Services - Lead - PCG CS

Customer Services - Lead - PCG CS

Kotak Securities (KSL)

2 - 6 years

5 - 9 Lacs

mumbai suburban thane

Posted:4 days ago| Platform:

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Skills Required

hni operations management team management customer service sales cs operations kyc service delivery relationship management team leading compliance customer queries portfolio management wealth management customer handling servicing

Work Mode

Work from Office

Job Type

Full Time

Job Description

The Candidate is responsible for managing the entireServicing Activity focusing on timely resolution of customer queries andcomplaints. Should lead from the front ensuring adherence with the regulatoryand internal guidelines/policies.

Key Responsibilities and AccountabilitiesManagerial Responsibilities Candidate will be responsible for

Ensuring that all service standards which arecommitted to PCG customers are met without any hindrance.

Stayup to date with markets to provide best solutions to the customers related totheir service concerns.

Proand skilled to have on boarding of HNI clients; via PMS,AIF and MF, expertisewith KYC and other documents involved in processing .

collaborating with cross-functional teams suchas Sales RM ,Business, technology, operations,legal, risk, and compliance for effective service delivery.

Should be well equipped with in-house productand its functionalities leading to process and operational efficiency.

Strategic and tactical scheduling and teammanagement to meet service levels improve and manage productivity along withquality.

Manage Servicing Operations with minimal or nosupervision with complete ownership.

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Kotak Securities (KSL)

Financial Services

Mumbai

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Customer Services - Lead - PCG CS