Kotak Mahindra Hiring for Documentation-WEALTH MANAGEMENT-Customer Service Job at Mumbai Full Time

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

• 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

• Liaise with CPC/ RPC, Kotak Securities, PMS providers and others for documentation

• Ensure First pass is maintained at healthy level

Job Requirements:

• 1-3 years of experience

• Should possess knowledge of KYC norms for basket of financial products (CASA Accounts, Demat Accounts, etc) & for different financial entities (HUF, corporate, etc.)

• Process oriented having an eye-for-detail with high focus on quality of work

• Ability to work with cross-functional teams