Documentation-Kotak Private Banking-Customer Service
Kotak Mahindra Bank Limited
Work from Office
Full Time
Min. 1 yearJob Description
Documentation-Kotak Private Banking-Customer Service
Do
DepartmentWealth Management Reporting RelationshipsNational Head/Regional Head - Client ServicingPosition GradeAssistant Manager/ Deputy ManagerLocationMumbai/BangaloreNo. of positions1 in each location
- Completion of Know Your Customer (KYC) for every new relationship acquired
- Work in conjunction with the assigned service relationship manager to execute and complete all documentation related to account opening
- Regular client meetings for completion & in-person verification of KYC related documentation.
- Understand the product key features, the documentation content and process involved for execution of the same ( e.g. approvals, submission of forms, records, etc)
- Review applications for completeness
- Execute documentation within prescribed compliance norms
- Communicate effectively with interrelated departments for query resolution and processing of documents
- Follow standardized processes and maintain TAT.
- Input applicable data into tracking systems, file and data warehouse all account documents and ISA proofs
- Deferral and exception Management
Be updated on various policies and guidelines; changes in account opening procedures & amendments that affect the working of the documentation.
- 1-3 years of experience
- Strong Communication Skills
- Knowledge of KYC norms for basket of financial products (CASA Accounts, Demat Accounts, etc) & for different financial entities (HUF, corporate, etc.)
- Process oriented and eye-for-detail
- High focus on quality of work
Ability to get work done in conjunction with different teams
If you wish to apply for this job position, please fill your details in the Kotak Fast Track Application Form and mail to anabelle.dsouza@kotak.com.
Please mention the following in the subject line as ‘”Position Name” –“Your Name” – “Your Current Business Group”
Service Relationship Manager- HNI- Documentation
PG
Experience Level
Mid LevelJob role
Job requirements
About company
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