Documentation-Kotak Private Banking-Customer Service

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Department Wealth Management  Reporting Relationships National Head/Regional Head - Client Servicing Position Grade Assistant Manager/ Deputy Manager Location Mumbai/Bangalore No. of positions 1 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 [email protected].

Please mention the following in the subject line as ‘”Position Name” –“Your Name” – “Your Current Business Group”

Responsibilities

Service Relationship Manager- HNI- Documentation

Qualifications

PG