KYC Executive (Mumbai)

KYC Executive (Mumbai)

30 Sep
|
Teamspace Financial Services Private
|
Mumbai

30 Sep

Teamspace Financial Services Private

Mumbai

Position: Committee Management / Governance Operations Executive Location: Goregaon, Mumbai Employment Type: NATS Apprenticeship – 1 Year Experience: Freshers Industry: Banking &

- Financial Services Eligibility Criteria Candidates who have completed HSC (12th Standard) are eligible.

Graduates from any recognized discipline are also eligible.

Freshers with good communication and basic computer skills are encouraged to apply.

Candidates should have a basic understanding of Microsoft Word and Microsoft Excel.

- Positive written and verbal communication skills are essential, as the role involves communication with Senior and Top Management. About the Opportunity YES BANK is associated with the National Apprenticeship Training Scheme (NATS). Selected candidates will undergo a 1-year apprenticeship/training program with YES BANK. During the apprenticeship period, candidates will receive a monthly stipend of ₹20,000, comprising: ₹14,000 – YES BANK contribution ₹6,000 – Government contribution under the applicable NATS scheme Upon successful completion of the apprenticeship, candidates will receive a Government/NATS apprenticeship certificate, subject to applicable scheme requirements Key Responsibilities 1.

Agenda

Management Coordinate with Business Teams for submission of agenda items before the defined cut-off date for committee meetings.

Handle an average of minimum 4 committee meetings per week.

Perform preliminary checks to ensure that all required agenda items and supporting documents have been submitted as per the defined process.

Follow up with relevant stakeholders wherever information or documentation is incomplete.

- Document &
- Platform Management Upload agenda-related documents and files onto the designated internal platform.





Ensure that committee members have access to the required documents for review.

Maintain accuracy and completeness of uploaded information.

- Minutes &
- Approval Management Coordinate the process of uploading approved meeting minutes onto the internal approval system.

Ensure that minutes are routed to the relevant panel members/stakeholders for approval.

Track the approval status and follow up wherever required.

- MIS &
- Committee Records Maintain a comprehensive record of agenda items handled by the team across various committees.

Update the status of agenda items, including Approved/Rejected, in the prescribed format.

Prepare a monthly summary of cases for presentation to the higher-level committee.

Support the preparation and circulation of periodic internal and regulatory MIS/reports as required. 5.

Shared Mailbox

Management Monitor and manage the team's shared mailbox on a regular basis.

Review incoming emails and respond appropriately based on defined processes.

Coordinate with team members and relevant stakeholders to obtain information required for responding to emails.

Ensure timely and professional communication with internal stakeholders. Required Skills Excellent written and verbal communication skills.

Good email drafting skills.

Basic knowledge of Microsoft Word.

Basic knowledge of Microsoft Excel.

Good attention to detail and accuracy.

Ability to manage multiple tasks and deadlines.

Good coordination and follow-up skills.

Professional email etiquette.

Ability to communicate effectively with senior stakeholders.

Willingness to learn banking processes and internal systems. Working Hours Monday, Wednesday &

- Thursday: 9:30 AM to 6:30 PM Tuesday &
- Friday: 11:00 AM to 8:00 PM Saturday: Working Sunday: Weekly Off

📌 KYC Executive (Mumbai)
🏢 Teamspace Financial Services Private
📍 Mumbai

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