1843 Banking Operations Jobs - Page 10

JD Handle current portfolio of Commercial Vehicles Handling the loans of Commercial (Used/New). Handle the whole process of providing Vehicle loan to customers. Follow up EMI customers & arrears customers for collection. Developing the new market area and gathering market information. Always try to make new market to generate sales. Making good relation with Dealers and also with existing Clients.

J D - Relationship Manager Handle current portfolio of Small Commercial Vehicles Handling the loans of Commercial (Used/New). Handle the whole process of providing Vehicle loan to customers. Follow up EMI customers & arrears customers for collection. Developing the new market area and gathering market information. Always try to make new market to generate sales. Making good relation with Dealers and also with existing Clients.

Responsibilities for New officers. Handling back office NR que for CCU & outbound. Giving End to end resolution for cases in Back office NR Que. Resolving RM queries (inward, outward, account Maintance related.) which lie under Back office NR que. Nr Retention Que handling. Calling to be done on retention part Skilled and empowered to make a good attempt towards retaining the customer Having complete understanding of account closure process. If not retained, should have a smooth and convenient process of account closure for the customers.

Document verification which received for modification for various branches. Good knowledge of desktop/Laptop Processing SRs in define TAT. accuracy in work Speak to branches if any queries hence good communication skills require

Credit Card Portfolio Manager About Kotak Mahindra Bank: Established in 1985, the Kotak Mahindra Group is one of India’s leading financial services conglomerates. In February 2003, Kotak Mahindra Finance Ltd. (KMFL), the Group’s flagship company, received a banking license from the Reserve Bank of India (RBI). With this, KMFL became the first non-banking finance company in India to become a bank – Kotak Mahindra Bank Limited. The consolidated balance sheet of Kotak Mahindra Group is over 2 lakh crore. The Group offers a wide range of financial services that encompass every sphere of life. From commercial banking, to stock broking, mutual funds, life insurance and investment banking, the Group caters to the diverse financial needs of individuals and the corporate sector. The Group has a wide distribution network through branches and franchisees across India, and international offices in London, New York, California, Dubai, Abu Dhabi, Bahrain, Mauritius and Singapore. For more information, please visit the company’s website at http://www.kotak.com Job roleCredit Card Portfolio Manager Kotak Credit Cards is the 5th Largest Credit Card issuer in the country by volume. As a portfolio manager for Credit Card business, you will be responsible for developing and executing strategies to increase spends, transaction activation, improve customer engagement, and manage right balance between risk and profitability. Liaise with various merchant to execute deals and run portfolio offers such as quick commerce, travel, apparels, e-comm. Analyze portfolio metrics (spend, attrition, engagement) at customer segments, MCC, category and suggest portfolio actions to drive customer engagement. Work in close collaboration with alliance, product, marketing, ops, legal and compliance team. Build high levels of engagement with aggregator partner to explore opportunities by adding new merchants and customer offers. Optimise offer communication to ensure effective communication with lower cost. Work in close coordination with analytics team and analyse effectiveness of portfolio actions and campaign scorecards. Ensure all customer issues are resolved within TAT. Responsibilities: The portfolio manager will be the key stakeholder to drive card activation and onwards customer engagement. Execute portfolio spends campaign and track performance He/ She is expected to track all business targets and ensure the same are achieved. He/ She is expected to introduce strategic business initiatives that help drive spends and activation. Lead engagement with partners such as bookmyshow, District etc to participate as bank sponsors. : Minimum 5-7 years of post MBA experience or Undergraduate (CA) in managing cards portfolio. Strong analytical skills to understand spend patters, customer segments. Flexible to constantly iterate. Very granular with an eye for detail. Grade: M4

CEC-Relationship Manager-VRM Enter Custom Internal Posting Description Short Description for Internal Candidates To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors. Differentiated training to make them universal phone banking officers – cross training in cards, liabilities, assets. This ski Description for Internal Candidates To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors. Differentiated training to make them universal phone banking officers – cross training in cards, liabilities, assets. This skill will also do sales with assigned customer based mapped to them. Measure of outcomes – NPS, Service Level, Service Quality and Sales. Responsible for quality communication and customer servicing within laid down productivity and service benchmarks. Ensure customer “delight” and consistent service experience, including timely resolution of customer queries/issues. Complete the logs specified by the process (End-of-day target). Adherence to Information Security norms & quality process norms. To be aware of and comply with any updates about the process. Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance. Job Should be a least graduate. No western line candidates to be scheduled, kindly hunt profiles residing near to Thane. Should not have employment gap for more than a month. Should have at least completed a year in current org. Better soft skills – conversational skills and English versant scores 7+. Flexible to work on rotational week offs. Same Posting Description for Internal and External Candidates

Service Officer – Branch Banking KRAsCash Management – Cash/Non-cash transactional activities Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Maintaining speed and accuracy of transactional processes. Sensation of the use of other business opportunities. Providing a high-quality experience that will encourage customer loyalty and good word-ofmouth Desired Candidate ProfileMeticulous & has an Eye for detail Well – groomed, presentable with excellent communication skills. Should have a desire to know and understand financial terminology. Likewise, should be comfortable handling cash. Computer proficiency a must Educational Qualification Graduate Experience of 1-2 years , Fresher’s can apply

Service Officer – Branch Banking KRAsCash Management – Cash/Non-cash transactional activities Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Maintaining speed and accuracy of transactional processes. Sensation of the use of other business opportunities. Providing a high-quality experience that will encourage customer loyalty and good word-ofmouth Desired Candidate ProfileMeticulous & has an Eye for detail Well – groomed, presentable with excellent communication skills. Should have a desire to know and understand financial terminology. Likewise, should be comfortable handling cash. Computer proficiency a must Educational Qualification Graduate Experience of 1-2 years , Fresher’s can apply

Document verification which received for modification for various branches. Good knowledge of desktop/Laptop Processing SRs in define TAT. accuracy in work Speak to branches if any queries hence good communication skills require

J D - Relationship Manager Handle current portfolio of Small Commercial Vehicles Handling the loans of Commercial (Used/New). Handle the whole process of providing Vehicle loan to customers. Follow up EMI customers & arrears customers for collection. Developing the new market area and gathering market information. Always try to make new market to generate sales. Making good relation with Dealers and also with existing Clients.

J D - Relationship Manager Handle current portfolio of Small Commercial Vehicles Handling the loans of Commercial (Used/New). Handle the whole process of providing Vehicle loan to customers. Follow up EMI customers & arrears customers for collection. Developing the new market area and gathering market information. Always try to make new market to generate sales. Making good relation with Dealers and also with existing Clients.

Position TitleAssociate Service Manager – WBG/CIIB Department Associate Service Manager - Corporate, Institutional & Investment Banking (CIIB) Location Mumbai Number of Positions 1 Reporting Relationships DVP Position Grade Senior Manager / AVP The Service Solutions function (SeSo), part of the Corporate, Institutional & Investment Banking (CIIB) and the Team is a direct point of contact for Pan India PMS end client’s custody demat account opening & services Managing team of Service Managers. Handling demat / Bank Account Opening, Account maintenance, Term deposit requests, , transaction related queries etc, through client interaction Ensuring delivery of quality service to clients Ensuring customer requests/queries are attended to and resolved within TAT Coordination with stakeholders like Dp ops , Custody team , RM, PMS clients , Channel partners , LCC, BSG, IT , GR team etc. to speed up customer requestsand resolve issues Graduate with minimum 8-14 years of Banking experience Knowledge of banking operations and KYC for Resident Individual and Non individual and Non Resident account opening Should be familiar with Finacle, SIEBEL, BCIF , Ncif applications Ability to work under pressure in a dynamic environment Should have eye for detail & be meticulous Strong communication (Oral and Written) & Networking Skills Job Role

Position TitleAssociate Service Manager – WBG/CIIB Department Associate Service Manager - Corporate, Institutional & Investment Banking (CIIB) Location Mumbai Number of Positions 1 Reporting Relationships DVP Position Grade Senior Manager / AVP The Service Solutions function (SeSo), part of the Corporate, Institutional & Investment Banking (CIIB) and the Team is a direct point of contact for Pan India PMS end client’s custody demat account opening & services Managing team of Service Managers. Handling demat / Bank Account Opening, Account maintenance, Term deposit requests, , transaction related queries etc, through client interaction Ensuring delivery of quality service to clients Ensuring customer requests/queries are attended to and resolved within TAT Coordination with stakeholders like Dp ops , Custody team , RM, PMS clients , Channel partners , LCC, BSG, IT , GR team etc. to speed up customer requestsand resolve issues Graduate with minimum 8-14 years of Banking experience Knowledge of banking operations and KYC for Resident Individual and Non individual and Non Resident account opening Should be familiar with Finacle, SIEBEL, BCIF , Ncif applications Ability to work under pressure in a dynamic environment Should have eye for detail & be meticulous Strong communication (Oral and Written) & Networking Skills Job Role

Job Role Verification of executed legal documents as per Documentation Grid released by the legal team from time to time & Sanction Letter / Term Sheet issued by the business / credit team. Updating of PSL for CCOD product basis the PSL template received from business along with TS / SL. Insurance Policy Maintenance (basis terms of Sanction) - information to centralized insurance policy maintenance desk. Preparation and releasing the Disbursement Advice to Loan Maintenance Team for disbursement of loans in LPS. Limit loading Instructions (LLI) to Treasury team for treasury products & CMS team for CMS products. Insertions (documents received post disbursement). Deferral Closures (post receipt of requisite document from Business Unit against deferral obtained). Tracking of post disbursement conditions related to Wholesale & Commercial operations in DRS as “pre-approved”. Handover of Files (All documents except Title Deeds) & Dockets (Title Deeds – Property wise i.e. for every property mortgaged separate docket is a must) including insertions to DMT for further action & receipt of acknowledgement in ET / Register (in case of non-ET transactions, if any). Liaison with Auditors & Ensure no audit queries. MIS (Daily Reporting, Pending Status, Insertions). Qualifications Post Graduate or MBA Finance Personality Traits Ability to perform under pressure and stringent time lines. Adaptable and open to get acquainted with changing business and operational environment. Ability to build & develop the team while being part of it.

Team Leader Lead a team of Virtual Relationship Managers (VRM) responsible of service, sales, and profitability from assigned portfolio. Collaborating with fulfilment teams to ensure best in class conversion ratios. Ensure availability of trained manpower to maintain production at 100% capacity. Meet cost to income ratios as determined by Score card. Adherence to Standards of Performance. Meeting Customer Satisfaction index as measured through NPS surveys. Job : Graduate with 7+ years of experience or Post Graduate with around 5 years of experience, of which a min 3 years leading a team of 15+ Full Time Employees. People management skill essential. Experience in working in a tele-sales or relationship management in BFSI preferred. Certified in AMFI/IRDA. Good listening skills and strong communication abilities. Team Player. VRM Officer To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors. Differentiated training to make them universal phone banking officers – cross training in cards, liabilities, assets. This skill will also do sales with assigned customer based mapped to them. Measure of outcomes – NPS, Service Level, Service Quality and Sales. Responsible for quality communication and customer servicing within laid down productivity and service benchmarks. Ensure customer “delight” and consistent service experience, including timely resolution of customer queries/issues. Complete the logs specified by the process (End-of-day target). Adherence to Information Security norms & quality process norms. To be aware of and comply with any updates about the process. Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance. Job : Should be a least graduate. No western line candidates to be scheduled, kindly hunt profiles residing near to Thane. Should not have employment gap for more than a month. Should have at least completed a year in current org. Better soft skills – conversational skills and English versant scores 7+. Flexible to work on rotational week offs.

Service Manager– Branch Banking KRAsLead the entire Branch Operational activities of an individual Branch (Mega/ Large Branches) Manage a Service Team. Co-ordinate the audit of the branch - Ensuring strict adherence to compliance, audit and regulator and procedural compliance requirements. Ensuring service excellence to enhance portfolio's, control retention and better cross sell activities Authorize and check Teller and Relationship teams entries for customer transaction/ service request Check end products, Check vouchers to clear transactions Vault / Key custodian of the Branch Manage the Service Scores of the branch Branch Lobby and Customer Queue management. Managing cash (including FX and TCs) at the branch and ensuring that cash (including FX and TCs) is within branch limit. Customer complains management and ensuring resolution of all complaints within TAT. Be responsible for the AML & KYC compliance of the various account opening forms submitted to CPC/RPC Desired Candidate ProfileMeticulous & has an Eye for detail Ability to manage and motivate front office staff. Thorough overall understanding of branch banking operations Graduate 6 – 8 years of experience Post Graduate 4 - 6 years of experience Should possess customer orientation and team leader qualities

Operations 360 Job Role : SPOC for various audit & Controls & resolution of audit observations. Liaise with Concurrent Audit/Internal Audit/External Audits/various Regulators/Branches/CSM/PSM/product/process teams. Manage audit queries and place necessary controls and measures Handle team for onboarding Job Requirement : Knowledge on Trade Finance products from the Regulatory & the FEMA point of view. Minimum 5-7 years of work experience in Trade Finance Operations covering most of the trade products & their Regulations. Good analytical skills.Suggest possible automation in the processes in line with the Regulation. Handle & manage the Controls activities as per TAT. Recommend & implement preventive, anticipatory controls in the systems/Processes. High level of co-ordination with all the internal stake holders. Identify gaps in the system, trade reports or processes & get it rectify. Strict adherence to the Audit timelines. Strong interpersonal skills and ability to work effectively in the team environment. Excellent MS Office skills, dashboard & MIS presentation skills.

Team Leader Lead a team of Virtual Relationship Managers (VRM) responsible of service, sales, and profitability from assigned portfolio. Collaborating with fulfilment teams to ensure best in class conversion ratios. Ensure availability of trained manpower to maintain production at 100% capacity. Meet cost to income ratios as determined by Score card. Adherence to Standards of Performance. Meeting Customer Satisfaction index as measured through NPS surveys. Job : Graduate with 7+ years of experience or Post Graduate with around 5 years of experience, of which a min 3 years leading a team of 15+ Full Time Employees. People management skill essential. Experience in working in a tele-sales or relationship management in BFSI preferred. Certified in AMFI/IRDA. Good listening skills and strong communication abilities. Team Player. VRM Officer To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors. Differentiated training to make them universal phone banking officers – cross training in cards, liabilities, assets. This skill will also do sales with assigned customer based mapped to them. Measure of outcomes – NPS, Service Level, Service Quality and Sales. Responsible for quality communication and customer servicing within laid down productivity and service benchmarks. Ensure customer “delight” and consistent service experience, including timely resolution of customer queries/issues. Complete the logs specified by the process (End-of-day target). Adherence to Information Security norms & quality process norms. To be aware of and comply with any updates about the process. Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance. Job : Should be a least graduate. No western line candidates to be scheduled, kindly hunt profiles residing near to Thane. Should not have employment gap for more than a month. Should have at least completed a year in current org. Better soft skills – conversational skills and English versant scores 7+. Flexible to work on rotational week offs.

Service Officer – Branch Banking KRAsCash Management – Cash/Non-cash transactional activities Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Maintaining speed and accuracy of transactional processes. Sensation of the use of other business opportunities. Providing a high-quality experience that will encourage customer loyalty and good word-ofmouth Desired Candidate ProfileMeticulous & has an Eye for detail Well – groomed, presentable with excellent communication skills. Should have a desire to know and understand financial terminology. Likewise, should be comfortable handling cash. Computer proficiency a must Educational Qualification Graduate Experience of 1-2 years , Fresher’s can apply

Service Officer – Branch Banking KRAsCash Management – Cash/Non-cash transactional activities Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Maintaining speed and accuracy of transactional processes. Sensation of the use of other business opportunities. Providing a high-quality experience that will encourage customer loyalty and good word-ofmouth Desired Candidate ProfileMeticulous & has an Eye for detail Well – groomed, presentable with excellent communication skills. Should have a desire to know and understand financial terminology. Likewise, should be comfortable handling cash. Computer proficiency a must Educational Qualification Graduate Experience of 1-2 years , Fresher’s can apply

Please find below the JD : Processing FX Interbank deals Reporting of deals to CCIL, CLS Confirmation of Bilateral deals with counterparty Settling of deals thru CCIL, CLS Monitoring CCIL limits Regulatory reporting Suggest automation initiatives for Treasury Back office Going thru UAT documents and giving sign off after ensuring that various scenarios have been covered in the UAT Job : Should have worked in the Interbank desk Should have handled FX Interbank transcations , merchant transactions and trade finance knowledge would be an added advantage Should be fast and accurate with excellent written and oral communication skills Should be a strong team player and demonstrate excellent team work. High commitment to work Willingness to work late hours /work in staggered working arrangement, in case the same is required. Willingness to learn new system and processes Strong excel skills

Operations Manager - Support Services-Operations Job : 1. Pre disbursement KYC checking, agreement book and RTO set, verifications 2. Verification of documents, asset details and loading the documents in system 3. Handling the operations team 4. Checking and releasing the payouts after checking the Post disbursement documents. 5. Checking the NACH documents and cheques 6. Handling the high volume in month end 7. 2 years’ Experience in retail asset operations and disbursement related activities

Operations Manager - Support Services-Operations Job : 1. Pre disbursement KYC checking, agreement book and RTO set, verifications 2. Verification of documents, asset details and loading the documents in system 3. Handling the operations team 4. Checking and releasing the payouts after checking the Post disbursement documents. 5. Checking the NACH documents and cheques 6. Handling the high volume in month end 7. 2 years’ Experience in retail asset operations and disbursement related activities

Team Member- Compliance Job ID Department Compliance, Kotak Mahindra Prime Limited Location Mumbai Number of Positions 1 Reporting Relationships Chief Compliance Officer Position Grade Manager (M3) / Senior Manager (M4) The role involves key activities like: Ensure filing of various returns with RBI and other statutory/regulatory bodies within the due date. Includes Fraud returns, Risk Based Assessment of KYC/AML, DNBS returns, etc. Perform independent compliance testing of various products of the Company, KYC evaluation, etc on a sample basis. Assist in preparing data pack for various meetings such as High Level Monitoring Committee, Senior Management Committee, Compliance meeting, etc and draft minutes of aforementioned meetings. Track regulatory changes and update internal stakeholders Monitor implementation of regulatory requirements by collaborating with internal teams Prepare review notes for Board/Audit Committee Develop and maintain policies and processes with respect to Compliance such as KYC/AML policy, fraud policy, Compliance policy, Fair Practice code, beneficial owner, etc. Assist in RBI inspection of the Company and internal audit of Compliance function. File Suspicious Transaction Report (STR) and other reports with FIU Develop and conduct compliance training sessions to help drive Compliance culture in the company Advise the Branch/Operations teams w.r.t queries on KYC, Beneficial owner, etc Miscellaneous activities such as Branch return, Compliance newsletter, branch visit, NCIF backtracking, approval of creatives, cash transaction monitoring, etc. Compliance professional with a graduate/post graduate degree in Law/Commerce/Management/qualified Company Secretary with at least 5-7 years of experience is preferred. Staff with experience in Compliance or Audit departments in Bank/NBFC would be an added advantage. Should have good verbal and written communication skills with an eye for detail. Should be conversant with Word, Excel and powerpoint. If you wish to apply for this job position, please fill your details in the Kotak Fast Track A pplication Form and mail to __________ Please mention the following in the subject line as ‘ ”Position Name” –“ Your Name” – “ Your Current Business group ”

– Commercial Operations Summary – CFO Center BU – Customer Service Desk Grade- Job Role- To handle day to day trade transactions, understanding client requirements, Co-ordination with cpc for transaction processing and discrepancy resolution, Dealing and co-ordinating with various business groups within the bank, Ensuring error-free and timely execution of trade transactions. Ensuring compliance and internal guidelines are being adhered to Co-ordinating with clients /Corr Banks for getting the queries raised by Trade Finance / CMS Operations resolved in a timely manner. Issuance of Letter of credit. Initial scrutiny of documents for Trade before sending the documents to CPC for further processing. Attending to front-end requirements of corporate customers. To co-ordinate with CPC / CMS / Clearing for all requirements of the customer and ensure that all deliverables are delivered / transactions processed as per the agreed TAT. Job Requirement- Qualification – Graduate / Post-Graduate Experience – Minimum one year of relevant experience Should be familiar with Trade Finance and CMS products. CMS – Chq collections (local, outstation, corr banks), Banker to Issue Operations.