Documentation-kotak Private Banking-customer Service
6 days ago
Role
- 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)
- 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.
**Requirements**:
- 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
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