Branch Ops - Team Member - West
Kotak Securities
0 - 0 years
Pune
Posted: 18/06/2025
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Job Description
- Responsible for pay-in & pay-out shortage and to follow up with branches / franchisees & rectification for securities which are wrongly transferred
- Responsible for updating the shortage details in the system & check intra settlement status
- Responsible for ensuring clients receive delivery instruction slip book & follow up with branches/ franchisees
- Responsible for handling off market shares received & ensure it is intimated to the branches/ franchisees for DP proof & follow up for the same with risk team
- Responsible for timely resolution of queries of branches/ franchisees/ clients on mails, ECRM, telephone calls
- To follow up for any pending issues relating to fax, scan, DP problem etc. & coordinating the same with franchisees
- Responsible for training & educating newly inducted franchisees and their staff regarding the working of the organization & use of systems
- Should coordinate with DP department for normal market transfers or rejections or any other client related details
- Should ensure DP account mapping after provision of all adequate documents & details
- To coordinate with settlements team for effecting corporate action to eligible clients
- Responsible for escalation of high value shortages & salvage auction through internal position
- To keep a track on transaction of physical shares
About Company
Kotak Securities, a part of Kotak Mahindra Bank, is a leading stock broking firm in India. It provides a wide range of investment services including equity, derivatives, mutual funds, and IPOs. The company is known for its digital platforms and robust research offerings.
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