Documentation-Kotak Private Banking-Customer Service

Do

• 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
• Strong 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 Kotak Fast Track Application Form and mail to

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

Service Relationship Manager- HNI- Documentation

PG