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Team Member - CS Coordinator
Kotak Securities
Hinganghāt
Full-Time
0-3 Years experience
Description
- Client Query Resolution: - Serve as the main contact between the CS and Operations teams to address and resolve client queries. - Analyse and interpret client issues, coordinate with relevant departments, and provide timely and accurate solutions. - Follow up with clients to ensure satisfaction and resolve any outstanding issues. 2. Document Processing: - Review, process, and verify client documentation as per company standards and regulatory requirements. - Maintain accurate records and files of client documents, ensuring data integrity and confidentiality. - Coordinate with CS and Operations teams to ensure all documentation is completed and submitted in a timely manner. 3. Client Visits: - Greet and attend to clients visiting the Head Office, ensuring a professional and welcoming experience. - Assist clients with their inquiries, provide necessary information, and guide them through the visit process. - Coordinate with relevant departments to address client needs and schedule appointments or meetings as required. 4. Communication and Coordination: - Facilitate effective communication between the CS and Operations teams to ensure alignment on client-related issues. - Organize and participate in regular meetings with both teams to review and address ongoing client concerns. - Provide feedback to both teams to improve processes and enhance client satisfaction. 5. Retention Calling and Client Communication: - Conduct retention calls to existing clients to ensure continued satisfaction, address any concerns, and identify opportunities for further engagement. - Send professional and timely emails to clients to communicate updates, resolve issues, and provide information as needed. - Make outbound calls to clients to inform them of the status of their requests, providing clear and accurate information. 6. Administrative Support: - Handle administrative tasks related to client interactions, including scheduling, correspondence, and record-keeping. - Prepare and maintain reports on client interactions, documentation status, visit logs, and call activities. 7. Compliance and Quality Assurance: - Ensure compliance with company policies, procedures, and industry regulations in all client interactions and documentation processes. - Participate in quality assurance initiatives to continuously improve client service and operational efficiency.
Eligibility Criteria
- Seniority: Mid Level
- Languages: English
About Kotak Securities
subsidiary of Kotak Mahindra Bank