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DepartmentWealth Management
Reporting RelationshipsNational Head/Regional Head - Client Servicing
Position GradeAssistant Manager/ Deputy Manager
LocationMumbai/Bangalore
No. of positions1 in each location

- 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
- Be updated on various policies and guidelines changes in account opening procedures & amendments that affect the working of the documentation.

- 1-3 years of experience
- Robust 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

If you wish to apply for this job position, please fill your details in the pplication Form and mail to [HIDDEN TEXT].

Please mention the following in the subject line as Position Name-Your Name - Your Current Business Group

📌 Documentation-Kotak Private Banking-Customer Service (Pune)
🏢 Kotak Mahindra Bank
📍 Pune