09 Aug
|
Kotak Mahindra Bank
|
Mumbai
09 Aug
Kotak Mahindra Bank
Mumbai
Job Description
Position Title: Back Office Operations Executive
Grade / Level: M1/ M2
Department: Leasing Operations / Sales Support
Location: Mumbai
Reporting To: Back Office Manager (M3)
Employment Type: Full Time
Role Objective
To provide end‑to‑end back office and operational support for leasing business by ensuring accurate documentation, timely invoicing, statutory compliance, agreement execution, pricing support, lease transfers, and management reporting, enabling smooth sales and operational execution.
Key Responsibilities
Operational & Billing Support
Share monthly invoicing data with Billing teams within defined timelines.
Maintain accuracy of billing and operational master files.
Coordinate with Sales, Finance, and Operations to resolve discrepancies.
Documentation & Agreement Management
Draft, verify, and execute leasing agreements as per SOPs.
Ensure proper storage and retrieval of Agreements, Schedules, SPDCs, and KYC documents.
Maintain audit‑ready documentation at all times.
Compliance & Statutory Support
Manage TDS documentation,
reconciliation, and certificate collection.
Maintain cess collection trackers and share data with Operations.
Support internal and statutory audits through accurate documentation.
Customer & Internal Support
Handle No Objection Certificate (NOC) requests and ensure SLA adherence.
Maintain trackers for NOCs, agreements, foreclosures, and lease transfers.
Pricing & Sales Support
Prepare and revise lease quotations based on approved pricing.
Maintain and update client‑wise pricing masters.
Lease Transfer & Closure Support
Execute lease transfers and contract modifications as per SOP.
Prepare foreclosure (FCV) statements for early closures.
MIS & Reporting
Prepare and circulate periodic MIS reports for management and sales teams.
Provide accurate operational data for reviews and decision‑making.
Key Performance Indicators (KPIs)
Timely and accurate invoicing support
SLA adherence for NOCs, agreements,
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