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Job Description
Role
• Completion of Know Your Customer (KYC) for every new relationship acquired
• Work in conjunction with the assigned service relationship manager to execute and complete all documentation related to account opening
• Regular client meetings for completion & in-person verification of KYC related documentation.
• Understand the product key features, the documentation content and process involved for execution of the same ( e.g. approvals, submission of forms, records, etc )
• Review applications for completeness
• Execute documentation within prescribed compliance norms
• Communicate effectively with interrelated departments for query resolution and processing of documents
• Follow standardized processes and maintain TAT.
• Input applicable data into tracking systems, file and data warehouse all account documents and ISA proofs
• Deferral and exception Management
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• Be updated on various policies and guidelines; changes in account opening procedures & amendments that affect the working of the documentation.
Requirements:
• 1-3 years of experience
• Strong Communication Skills
• Knowledge of KYC norms for basket of financial products (CASA Accounts, Demat Accounts, etc ) & for different financial entities (HUF, corporate, etc.)
• Process oriented and eye-for-detail
• High focus on quality of work
• Ability to get work done in conjunction with different teams
Skills
KYCIf an employer asks you to pay any kind of fee, please notify us immediately. Jobaaj does not charge any fee from the applicants and we do not allow other companies also to do so.
About Company
Kotak Mahindra Bank is a leading Indian private sector bank known for its innovative banking solutions and customer-centric approach. With a comprehensive suite of financial products and services, including retail banking, investment banking, and wealth management, the bank caters to the diverse needs of individuals, businesses, and corporations across the country. Kotak Mahindra Bank careers offer a dynamic and engaging work environment where professionals can thrive, innovate, and contribute to the bank's mission of delivering exceptional value. Employees are encouraged to pursue excellence, with ample opportunities for professional growth and development. For those looking to forge a successful career in banking, Kotak Mahindra Bank careers present a platform to be part of a progressive, growth-oriented organization.
Important dates & deadlines?
Application Deadline
06 Nov 22, 12:00 AM IST
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Documentation-Kotak Private Banking-Customer Service
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