Associate Relationship Manager - Affluent-AFFLUENT-Service - Non Branch Banking

Kotak Mahindra Bank; Mumbai; On-site; INR 250,000 - 350,000; Full time

Job summary

Kotak Mahindra Bank in Mumbai seeks a courteous customer service professional to handle personalized service requests for Affluent Solitaire customers, delivering prompt TAT and ensuring regulatory compliance.

You will coordinate with CPC/RPC/Investment desks, manage complaints, aim to increase wallet share through cross-sell, and contribute to service-quality metrics while visiting customers for service-related profiling.

Qualifications

• Excellent communication skills with customer service orientation.
• Courteous, patient and polite.
• Team player.
• Knowledge of Microsoft Excel.
• Understanding of banking norms and processes.

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 scorecard
• Visit Customers for service related and profilers.

Skills

communication skills

customer service

teamwork

excel proficiency

banking processes

Education

Graduate

Tools

Microsoft Excel

Job description

• 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 scorecard
• Visit Customers for service related and profilers.

Job Description

• 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 scorecard
• Visit Customers for service related and profilers.

Skills And Requirements

• Excellent communication skills with customer service orientation
• Courteous, patient and polite
• Team player
• Knowledge of Microsoft Excel
• Understanding of banking norms and processes
• Minimum qualification – Graduate