Affluent Customer Service Specialist - Banking

Sky Service CCU Affluent-SME-Sky Channel-Customer Service

As a Sky Service CCU Affluent-SME, you will be the go-to expert for our Sky Channel customers, ensuring a seamless and personalized experience. Your role is crucial in maintaining strong relationships and providing timely, accurate solutions to our affluent clientele. You will be a part of the Kotak Mahindra Bank Ltd. family, contributing to our mission of delivering exceptional financial services.

• Serve as the primary point of contact for affluent customers, offering specialized support and guidance.
• Provide expert advice and solutions to complex customer inquiries, ensuring a high level of satisfaction.
• Maintain a deep understanding of our products and services to offer tailored recommendations.
• Proactively identify customer needs and offer appropriate financial solutions.
• Collaborate with internal teams to resolve customer issues efficiently.
• Ensure compliance with regulatory requirements and bank policies.
• Stay updated with industry trends and market developments to enhance customer service.
• Conduct regular performance reviews and set goals for continuous improvement.
• Engage in cross-selling and up-selling opportunities to maximize customer value.

• A minimum of 3 years of experience in a customer support role, preferably in the banking or financial industry.
• Expertise in affluent customer service and a proven track record of delivering exceptional support.
• Strong knowledge of banking products and services, particularly in the affluent segment.
• Excellent communication and interpersonal skills, with the ability to build rapport with customers.
• Analytical thinking and problem-solving abilities to handle complex customer issues.
• Proficiency in using customer relationship management (CRM) systems and other relevant software.
• Ability to work independently and manage multiple tasks simultaneously.
• A customer-centric approach and a passion for delivering exceptional service.
• Willingness to stay updated with industry trends and best practices.
• A relevant degree in business, finance, or a related field is preferred.

Experience Level

Mid Level