Operations-Wealth Management-Operations @ Kotak Life Insurance

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Operations-Wealth Management-Operations

Kotak Life Insurance
5 - 8 years
India
1 month ago
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Job Description

About The Role
Job Role:
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

Job Classification

Industry: Banking
Functional Area / Department: BFSI, Investments & Trading
Role Category: Banking Operations
Role: Asset Operations
Employement Type: Full time

Contact Details:

Company: Kotak Life Insurance
Location(s): India

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Preferred City (* max. 2 w/comma)

Designation / Expected Role

Current / Recent Company (*)

Experience (*)

Expected Salary (*)

Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

Write briefly about yourself, your experience and education (*)

Attach ResumeMax 2.38 MB (RTF, PDF, DOC, DOCX formats only parsed)

Please, check the file size and type.

Add social media [ + ]

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Kotak Life Insurance

Kotak Life has bought back its stake from Old Mutual and is no longer in a joint venture, thus making us a 100% owned subsidiary of Kotak Mahindra Bank Ltd. Kotak Mahindra Life Insurance Company Ltd (Formerly known as Kotak Mahindra Old Mutual Life Insurance Ltd.) is a 100% owned subsidiary of Kotak...

Operations-Wealth Management-Operations @ Kotak Life Insurance

Home > Banking Operations