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21 Kotak Securities Jobs

Coordinator - Customer Service and Operations

1-5 years

₹ 2.25 - 4L/yr

Goregaon

4 vacancies

Coordinator - Customer Service and Operations

Kotak Securities

posted 1d ago

Job Role Insights

Fixed timing

Job Description

Role - Customer Service

Designation - Customer Service Coordinator

Grade - Assistant Manager/Deputy Manager

Location - Goregaon East, Mumbai


The Coordinator will act as a crucial link between the Customer Service (CS) and Operations teams, facilitating effective communication and resolution of client queries. This role involves processing client documentation, managing client visits to the Head Office, conducting retention calls, and keeping clients informed about the status of their requests.


Job Overview:

The Coordinator will act as a crucial link between the Customer Service (CS) and Operations teams, facilitating effective communication and resolution of client queries. This role involves processing client documentation, managing client visits to the Head Office, conducting retention calls, and keeping clients informed about the status of their requests.


Key Responsibilities


1. Client Query Resolution:

- Serve as the main contact between the CS and Operations teams to address and resolve client queries.

2. Document Processing:

- Review, process, and verify client documentation as per company standards and regulatory requirements

3. Client Visits:

- Greet and attend to clients visiting the Head Office, ensuring a professional and welcoming experience.

4. Communication and Coordination:

- Facilitate effective communication between the CS and Operations teams to ensure alignment on client-related issues.

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.

6. Administrative Support:

- Handle administrative tasks related to client interactions, including scheduling, correspondence, and record-keeping.

7. Compliance and Quality Assurance:

- Ensure compliance with company policies, procedures, and industry regulations in all client interactions and documentation processes.


Qualifications:

- Bachelors degree in Business Administration, Management, or a related field.

- Proven experience in a customer service or operations coordination role, preferably in a similar industry.

- Strong organizational skills and attention to detail.

- Excellent communication and interpersonal skills.

- Proficiency in making outbound calls and sending professional emails.

- Ability to handle multiple tasks simultaneously and work under pressure.

- Proficient in Microsoft Office Suite and other relevant software.

- Knowledge of documentation processing and client service standards is a plus.



Share resume on bhagyashree.karpe@kotak.com

+91 2242858419



Employment Type: Full Time, Permanent

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What people at Kotak Securities are saying

What Kotak Securities employees are saying about work life

based on 1.5k employees
56%
65%
50%
98%
Strict timing
Monday to Friday
Within city
Day Shift
View more insights

Kotak Securities Benefits

Job Training
Health Insurance
Soft Skill Training
Work From Home
Cafeteria
Team Outings +6 more
View more benefits

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