Operations-Wealth Management-Operations
Kotak Mahindra Bank
5 - 8 years
Kota, Mumbai
Posted: 02/10/2025
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Job Description
1. Updation of transaction recd from Manufacturer for PMS / Other Product 2. Updation of Valuations recd from Manufacturer for PMS / Other Product 3. Other Product Order authorization/cancellation for PMS / Other Product 4. Recon with manufacturer data - Cost & Valuation for PMS / Other Product 5. Other Product Application Ledger for PMS / Other Product 6. Monthly/Daily Recon & Resolution for Wealth 7. Third party/Adhoc Other product manual updation 8. Solve the Internal, Interim and statutory queries. 9. Solve the queries raised by RM/SRMs 10. Co-ordinating with internal teams and vendors for data and updation in Miles
Job Requirements:
1. Should be graduate with at least 5-8 years of experience in an operations role in Private Banking, Wealth Management, Depository or Capital Markets. 2. Should have thorough knowledge and understanding of investments and securities. 3. Should be abreast of the SEBI and RBI regulations applicable to the business. 4. Should have excellent communication. 5. Should be proficient in using Excel and other systems used in the bank. 6. Usage of Miles software will be preferable
About Company
Kotak Mahindra Bank is one of India's leading private sector banks, offering a wide range of financial services including personal banking, corporate banking, investment banking, insurance, and asset management. Established in 1985 and headquartered in Mumbai, it is known for its innovative banking solutions, customer-centric approach, and strong focus on digital transformation. The bank caters to diverse customer segments, from individuals to large corporations, emphasizing trust, transparency, and growth.
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