Team Member - PCG CS
Kotak Securities
0 - 0 years
Ahmedabad, Bengaluru, Delhi, Hyderabad, Kota, Mumbai
Posted: 4/22/2025
Job Description
Ø Manage a team for client servicing of HNI and Ultra-HNI clients.
Ø Understand client’s requirements and accordingly provide services
Ø Strategize engagement plans for inactive customers and activate their accounts
Ø Ensure that customers trade actively after opening the trading account
Ø Maintaining & keeping track of data, reminding clients about activities they need to do, office / operations related work, processing of data received by clients
Ø Interfacing with operations team
Ø Have a customer-centric approach and ensure that customers are serviced well
Ø Will be responsible for end to end ownership of the process.
Ø Proactive updation to all parties.
About Company
Kotak Securities, a part of Kotak Mahindra Bank, is a leading stock broking firm in India. It provides a wide range of investment services including equity, derivatives, mutual funds, and IPOs. The company is known for its digital platforms and robust research offerings.
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