Client Servicing-gift Branch

2 months ago

Gandhinagar, India Kotak Mahindra Full time

**Position Name : Team Member, Gift City
- Department- Gift City Branch
- Client Servicing- Location- Gandhinagar, Gift City- Number of Positions- 1- Reporting Relationships- Operations Head - Gift city- Position Grade- M2/M3/M4

**Job Role**:

- 1
- Portfolio
- Handling client’s query and service request in Gift City for all their service requirements
- 2
- Documentation
Interact with Relationship teams, Clients, other internal teams eg CAD, Loan Ops team, trade CPC teams for smooth servicing of client’s request
- Generating BC reference letters for BC loans
- 3
- Tracking of deferral
- Tracking deferrals and ensuring that all deferrals are closed within timelines.
- 4
- Custodian
- Ensuring proper care and safety of documents held in FRFC and complying with the laid down process / procedure for safe keeping of documents
- 5
- Document Tracking/ MIS
- Tracking of documents for receipt of original ; deferral; expiry etc

Preparing MIS as per Internal and Regulatory requirements.
- 6
- Client servicing
- Generating of statement, RPS, advises and share the same with client basis client request

Collecting and verifying the documents for inward / outward remittance and coordinate with back end ops team for the transaction.

Loan servicing
- 7
- Liaison
- With clients, Relationship team, Legal; Credit; Operations etc for timely and smooth execution of deliverables and resolution of issues

**Job Requirements**:

- Graduate/MBA with 3-7 years of relevant experience
- Good Communication skills both written and oral.
- Familiar with Finacle, Kraman will be an added advantage
- Ability to Influence/relationship Management Skills.
- Strong communication Skill.
- Eye For detail and Focus of First Time right
- Team Player

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