Global Product

Kotak Mahindra Bank · Mumbai

Client Servicing & Product Support: Act as a key client contact, providing high-quality servicing, confidently explaining investment products and features, and addressing product, transaction and account-related queries and escalations.
Client Engagement & Business Enablement: Proactively engage with clients to understand their requirements, support Sales and Relationship Management teams, and facilitate seamless onboarding, transactions and ongoing investment servicing.
Cross-Functional Coordination & Service Delivery: Work closely with Investment, Product, Operations, Technology and Compliance teams to resolve client requirements efficiently, monitor service delivery and ensure timely closure of requests.
Service Excellence & Governance: Drive improvements in service processes and client experience, maintain relevant MIS and service metrics, and ensure servicing activities are conducted in line with applicable policies, regulatory and compliance requirements.

The candidate will independently manage client servicing and business enablement activities, with a strong emphasis on in-depth knowledge of investment product and effective client communication. The role requires the ability to clearly articulate product features and propositions, address product and investment-related queries, and provide timely and high-quality support to clients. The candidate will work closely with Sales, Relationship Management and internal stakeholders to facilitate seamless client onboarding, transactions and ongoing servicing, while continuously enhancing client experience, service efficiency and business growth.

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