Kotak Mahindra Bank

Client servicing-KYC-GIFT Branch-WBG HO / IPO / CIP-GIFT City

Kotak Mahindra Bank  •  Gandhinagar, IN (Onsite)  •  3 hours ago
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Job Description

Gift City Branch- Client Servicing - KYC

PortfolioHandling client’s query and service request in Gift City for all their service requirements related to On boarding of client and account maintenance Documentation

  • Preparing / sharing check list and KYC related requirement to client for opening current account / CRN / RMs including account maintenance , TD booking any other service request
  • Primary level checking of the documents for onboarding of clients, account maintenance, TD booking etc
  • Interact with Relationship teams, Clients, other internal teams t for smooth servicing of client’s request
  • Handling account maintenance request for change of signatories etc
  • Monitoring and ensuring Re KYC, enhanced due diligence

Tracking of deferralTracking deferrals and ensuring that all deferrals are closed within timelines. CustodianEnsuring proper care and safety of documents held in FRFC and complying with the laid down process / procedure for safe keeping of documentsDocument Tracking/ MIS

Tracking of documents for receipt of original ; deferral; expiry etc

Preparing MIS as per Internal and Regulatory requirements.

Client servicing Generating of statement, advises and share the same with client basis client request Liaison With clients, Relationship team, Legal; Credit; Operations etc for timely and smooth execution of deliverables and resolution of issues

  • Graduate/MBA with 3-5 years of relevant experience
  • Good Communication skills both written and oral.
  • Familiar with Finacle, Kraman will be an added advantage
  • Ability to Influence/relationship Management Skills.
  • Strong communication Skill.
  • Eye For detail and Focus of First Time right
  • Team Player
Kotak Mahindra Bank

About Kotak Mahindra Bank

About Kotak Mahindra Group:

Established in 1985, the Kotak Mahindra Group is one of India’s leading financial services conglomerates. In February 2003, Kotak Mahindra Finance Ltd. (KMFL), the Group’s flagship company, received a banking license from the Reserve Bank of India (RBI). With this, KMFL became the first non-banking finance company in India to become a bank – Kotak Mahindra Bank Limited.

The consolidated balance sheet of Kotak Mahindra Group is over 1 lakh crore and the consolidated net worth of the Group stands at 13,943 crore (approx US$ 2.6 billion) as on September 30, 2012.

The Group offers a wide range of financial services that encompass every sphere of life. From commercial banking, to stock broking, mutual funds, life insurance and investment banking, the Group caters to the diverse financial needs of individuals and the corporate sector. The Group has a wide distribution network through branches and franchisees across India, and international offices in London, New York, California, Dubai, Abu Dhabi, Bahrain, Mauritius and Singapore. For more information, please visit the company’s website at https://www.kotak.bank.in/en/home.html

Industry
Finance & Insurance
Company Size
10,000+ employees
Headquarters
Mumbai, IN
Year Founded
1985
Website
kotak.com
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