Service Relationship Manager - Private Banking

Kotak Mahindara Life Insurance · Mumbai · onsite · Posted 41d ago

Undisclosed1–5 yrsfulltimeSourced from Naukri

About a minute. You'll make an account on the way through.

About this role

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

Sourced from naukri

Skills

Capital MarketvendorTrade FinanceMutual FundsPrivate BankingCorporate BankingBusiness DevelopmentRetail BankingDerivativesWealth ManagementTradeSalesbanking operationsInvestment BankingfinanceMISRelationship Management

About Kotak Mahindara Life Insurance

Kotak Mahindara Life Insurance

Insurance

16.0k+

employees

2001

25 years old

Mumbai, Maharashtra

India

₹6.7L PA avg

Avg at Kotak Mahindara Life Insurance

About

This subsidiary of Kotak Mahindra Bank offers insurance products tailored for customer needs, focusing on protection and long-term savings across India.

Industries

InsuranceBanking / Insurance / AccountingFinancial Services

Employee ratings

10 reviews

3.6/ 5

Culture

1.7

Career growth

1.8

Work-life

1.8

Employees rate it well for

Job Security37Overall Company36

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