Service Relationship Manager - Private Banking

Kotak Life Insurance
  • Posted On: 2025-09-12 21:20:48
  • Openings: 10
  • Applicants: 0
Job Description


 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
    • More Info
    Full Time
    o
    Banking, Financial Services, and Insurance (BFSI)
    Not Disclosed
    English
    Not Disclosed
    Education
    Any Graduate
    Not Disclosed
    Required Skills
    Trade Private Banking Vendor MIS wealth management Retail banking trade finance investment banking

    Contact Details
    Kotak Life Insurance
    +91 987654567
    kli.riskcontrol@kotak.com
    • Experience1 years
    • Salary Above 10 LAKHS ANNUALLY
    • Location for Hiring Mumbai
    • Apply Now
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