Team Member

5 days ago

Mumbai, India Kotak Mahindra Full time

**JOB ROLE**:

- Handling approx. 2500 clients PAN India to procure critical statements like Stock Statements, Insurance ,UFCE and scheduling of Stock Audit.
- Coordinating with Clients and Business team to resolve queries, if any.
- Ensure the timely submission of various statements to Credit Monitoring Team for compliance.
- Ensure UFCE monitoring accurately so as to avoid any expense hit to P & L.
- Ensure levying penalty to the eligible clients, wherever applicable as per process.
- Engaging with various stakeholders namely CMT, Credit, Business, BSG, IT and Clients to comply with portfolio requirements.
- Publish MIS of all the activities as per process. TAT to be followed along with accuracy.
- Audit queries to be handled for the portfolio in hand.
- Getting involved in various automation projects with respect to portfolio and take initiatives for improvement in process.

**JOB REQUIREMENTS**
- MBA in Finance with 4-7 years of experience
- Ability to Influence/Relationship Management Skills.
- Attention to detail - for identifying operational misses and process gaps
- Inquisitive about existing processes - can find his / her way through the organization
- Good communication skills
- Working knowledge of Microsoft Office (Word, Excel & PPT) is a must

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