Service Relationship Manager - Private Banking
Kotak Mahindra Bank
5 - 10 years
Mumbai
Posted: 18/03/2025
Job Description
- Regular co-ordination with PMS houses and Wealth management firms for transaction reports of direct equity trades.
- Preparation of MGT forms as per the Companies Act and ensuring compliance within the statutory deadline
- Responding to MGT related queries on emails / calls with the company in a timely manner
- Assistance in fund transfers / payments to vendors through RTGS / NEFT / Internal transfers
- Assisting the team with data required to update books of accounts of clients, preparation of income tax computation and filing of tax returns
- Preparation and publishing business MIS at set frequency
- Assistance in carrying out diligence checks through bank system prior to onboarding of client
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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