Job Title:
Investment Specialist
Company: Kotak Mahindra Bank
Location: Navi mumbai, Maharashtra
Created: 2025-11-20
Job Type: Full Time
Job Description:
Job DescriptionPrincipal Responsibilities:Handle personalized service requests of Affluent (Solitaire) customers and deliver TAT.Ensure strict adherence to regulatory requirements for Affluent customer segment.Coordinate with internal teams - CPC/RPC/Investment desks for execution of service requests of Affluent customers.Manage complaints and ensure resolution within TAT. Ensure higher customer wallet share through service to sales cross-sell and deepening of banking relationship.Deliver performance on service-quality scorecardVisit Customers for service related and profilers. Skills and Requirements:Excellent communication skills with customer service orientationCourteous, patient and politeTeam playerKnowledge of Microsoft ExcelUnderstanding of banking norms and processesMinimum qualification – Graduate