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Have you updated your Contact details?

Thursday 28 June 2012

At KSL, our primary objective is to provide you, our esteemed client, a seamless service experience. For this, we provide access to multiple servicing channels suiting the preferences of individual customers. Our website www.kotaksecurities.com is updated with latest information on various products, services and events that might be of specific interest to you. We also ensure that every critical bit of information, be it regulatory or otherwise is sent to the customers promptly either through an SMS, Email or Snail mail. We understand the importance of keeping our customers informed, as they keep a close tab on their finances and related financial planning needs.
Our communication mechanism, using the state of the art technology infrastructure helps in transmitting these servicing messages, offerings, recommendations, etc. to the various segments regularly. Nothing excites us as much as the valuable feedback from our customers who have been ever appreciative and supportive of the standards of our communication over the years.
One of the critical elements in ensuring timely communication of critical updates is the updating of Client records with the correct contact details. Many critical, including regulatory updates are sent to the updated contact details through various channels viz, registered mobile number, registered email id or the registered mailing address. It is of immense importance that we have the latest updated contact details of our customers at all times. Some of the benefits of having the contact details updated are:
  • Timely receipt of trade/non trade related updates
  • Timely receipt of statements and other written communication
  • Regular update on various offerings and recommendations that can add value to the portfolio
  • Security : Ensures updates are sent to the right recipient all the time
  • Be in an informed position all the times
I would urge our esteemed clients to have their records updated with the latest contact details. Online customers can update the details by directly logging in to their online account. Others can simply give a written request to any of our branches. Some points to remember while placing the written request:
  • Mention the full name and Client Code
  • Mention the latest updated contact details eg: New Mobile number, Landline number, etc.
  • Ensure the request document is signed by all the account holders. This is a critical from a security point of view. The signature must match with the signature as in the Account Opening Form.
Alternatively the customer can download the form to update the details from our website and mail the duly filled form to the nearest branch.
It is our endeavor to provide our customers with a safe, secure and delightful experience and we understand the importance of regularly engaging with our customers. Correct contact details will help us in serving you better.
Happy Trading!

Vishal Mudaliar

Deputy Vice President

Kotak Securities Ltd.

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