Equity Trade Coordinator

7 days ago


Mumbai, Maharashtra, India Kotak Mahindra Bank Full time

As a key member of the Kotak Mahindra Bank team, you will play a vital role in ensuring seamless transactions between our clients and various stakeholders.

Job Responsibilities
  • Coordinate with Property Management Services (PMS) houses and Wealth Management firms for accurate transaction reports on direct equity trades.
  • Prepare MGT forms in compliance with the Companies Act and submit them within the stipulated timeframe.
  • Respond to queries related to MGT in a timely manner via phone calls or company communication channels.
  • Assist in facilitating fund transfers and payments to vendors through RTGS, NEFT, and internal transfers.
  • Support the team in obtaining data necessary for updating client books of accounts, preparing income tax computations, and filing tax returns.
  • Contribute to publishing business Management Information Systems (MIS) at regular intervals.
  • Collaborate in conducting diligence checks using the bank's system before onboarding new clients.


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