Operations Support Specialist

Operations-SUPPORT SERVICES-Kotak Mahindra (UK) Ltd

Role

• Support day-to-day coordination with Relationship Managers, Operations, and product providers/AMC’s for all fund-related activities.

• Prepare and maintain MIS reports, variance analysis, and dashboards for internal reviews.

• Assist in budgeting and monitoring budget vs actuals.

• Review of Financials of NR- Private and Offshore Businesses.

• Prepare presentations and reports for senior management meetings.

• Coordinate with finance teams for income reconciliation and invoicing.

• Preparation of Income Allocation Files.

• Maintain AUM files and consolidate MIS across multiple jurisdictions.

• Track sales pipeline for offshore products & timely drawdowns for offshore products.

• Support product team for any kind of investor presentations, basis requirement.

• Support IT/BSG teams in implementing system enhancements and resolving operational issues.

• Ensure accurate record-keeping for compliance and audit requirements.

• Assist in tracking RM-level KRAs and performance metrics, ensuring alignment with business objectives

• Prepare reports to monitor RM productivity, revenue contribution, and pipeline conversion.

• Support business planning by integrating RM KRAs with unit-level targets and budgeting cycles.

Preferred Experience

• Exposure to LRS/NR products and cross-border transactions.
• Experience in working with Relationship Managers and product teams.

Required Skills & Qualifications

• Graduate/Postgraduate in Finance, Business, or related field

• 2–4 years of experience in operations, MIS reporting, or client servicing in financial services.
• Strong analytical and Excel skills is must; familiarity with data visualization tools is a plus.
• Excellent communication and coordination skills.

Experience Level

Executive Level