Customer Service|Customer Service|N|A| | PCG CS

  • Category: MIS Executive
  • Location: Pune, Maharashtra
  • Job Type: Full Time / Part Time
  • Salary: Estimated: $ 20K to 25K
  • Published on: 2025/09/21

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.




Ø Graduate with 3-4 yrs. of similar experience

Ø Team handling experience is a must.

Ø Excellent Communication Skill

Ø Should possess strong networking & relationship building skills.


Company Name: Kotak Securities

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