Service Relationship Manager - Private Banking (Mumbai)

Service Relationship Manager - Private Banking (Mumbai)

12 Sep
|
Kotak Life Insurance
|
Mumbai

12 Sep

Kotak Life Insurance

Mumbai

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

📌 Service Relationship Manager - Private Banking (Mumbai)
🏢 Kotak Life Insurance
📍 Mumbai

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