Service Relationship Manager

3 weeks ago


Mumbai India Kotak Mahindra Bank Limited Full time
  • 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


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