Description for Internal Candidates
To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance.
Quality of advice given to customers as determined by customers and supervisor.
Speed and efficiency of service given.
Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value.
Cross-sale of assets products.
Back-up to relationship managers holding HNI relationships.
Ensure low attrition ratios.
Customer acquisition through referrals from existing customers.
Graduates with total experience of 1-3 years with relevant exp of atleast 1 year in financial services or banks.
Equal blend of service and sales orientation. In the absence of equality, sales orientation as a skew will be acceptable.
Experienced customer service candidates from financial services ( those from MFund, securities houses etc) with sales orientation can be considered.
Skills Required
- Graduate degree
- 1–3 years of total work experience
- At least 1 year of relevant experience in financial services or banking
- Customer service experience in mutual funds or securities firms with sales orientation
- Strong sales orientation, with customer service capability
What We Do
Kotak Mahindra Group is an Indian financial services conglomerate founded in 1985. Its flagship Kotak Mahindra Bank provides commercial banking and serves individuals and corporate customers through banking, lending, payments, and corporate solutions. Across the wider group, offerings include stock broking, mutual funds, life insurance, and investment banking, addressing diverse personal and corporate financial needs across India.
