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Kotak Life Insurance
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Service Relationship Manager - Private Banking

Service Relationship Manager - Private Banking

Kotak Life Insurance

1 - 5 years

1 - 4 Lacs

Mumbai

Posted:1 week ago| Platform:

Apply

Skills Required

trade private banking vendor mis wealth management retail banking trade finance investment banking business development banking operations capital market sales derivatives relationship management mutual funds corporate banking finance

Work Mode

Work from Office

Job Type

Full Time

Job Description

About The Role

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

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Service Relationship Manager - Private Banking