Affluent Mis-ho

1 week ago


Mumbai Maharashtra, India Kotak Mahindra Full time

**JD for MF Recon and Updation**

Job Role:

- Daily and Monthly MF Unit recon
- MF Switch transaction and MF Application recon
- Exception checking for Investment Account No, Customer Table and MF transactions
- Monthly/Daily Recon & Resolution for Wealth
- Third party/Adhoc MF manual updation
- Third Party FD Creation, Debt update & Transaction Upload
- Transaction exception checking and DP reconciliation for demat MF
- Solve the Internal, Interim and statutory queries.
- Updation of third party MFs and transactions from third party investments.
- Solve the queries raised by RM/SRMs

Job Requirements:

- Should be graduate with at least 4-7 years of experience in an operations role in Banking, Wealth Management, Depository or Capital Markets.
- Should have thorough knowledge and understanding of investments and securities.
- Should be abreast of the SEBI and RBI regulations applicable to the business.
- Should have excellent communication.
- Should be proficient in using Excel and other systems used in the bank.
- Usage of Miles software will be preferable.



  • Mumbai, Maharashtra, India Axis Bank Full time

    **RB - Affluent Business:Channel Sales (India)** **INTERNAL USAGE**: **No. of Vacancies**: - 1**Reports to**: **Is a Team leader?** - No**Team Size**: - 1**Grade**: - Deputy Manager, Manager**Business**: **Department**:**Sub**Department**: **Location**: **About Affluent Business** - **Affluent Business caters to a segment of customers who are High Net...


  • Mumbai, Maharashtra, India Axis Bank Full time

    **RB - Affluent BusinessNRI - Knowledge & Support Team** **INTERNAL USAGE**: **No. of Vacancies**: - 1**Reports to**: **Is a Team leader?** - No**Team Size**: - 1**Grade**: - Deputy Manager, Manager**Business**: **Department**:**Sub**Department**: **Location**: **About Affluent Business** - Affluent Business caters to a segment of customers who are High...


  • Mumbai, Maharashtra, India Kotak Life Insurance Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    About The Role   Role:  MIS Manager Affluent (Lead) Grade:  M5 Location:  Mumbai "¢ Lead and manage the MIS team responsible for daily, monthly, and quarterly reporting across all key metrics (e.g., NTB, AUM, revenue, RM productivity). "¢ Guide team members in prioritizing tasks, validating data accuracy, and meeting stakeholder expectations. "¢...


  • Mumbai, India Kotak Life Insurance Full time

    About The Role   Role:  MIS Manager Affluent (Lead) Grade:  M5 Location:  Mumbai "¢ Lead and manage the MIS team responsible for daily, monthly, and quarterly reporting across all key metrics (e.g., NTB, AUM, revenue, RM productivity). "¢ Guide team members in prioritizing tasks, validating data accuracy, and meeting stakeholder expectations....

  • Team Member

    2 weeks ago


    Mumbai, Maharashtra, India Kotak Mahindra Full time

    Assist in Acquisition boost for affluent 2) Timely delivery of various MIS for tracking and action 3) Adhoc data requirements from management 4) Ensuring dashboard automations 5) SR TAT analysis


  • Pune, Maharashtra, India Axis Bank Full time

    **FEMA Coordinator** **INTERNAL USAGE**: **No. of Vacancies**: - 1**Reports to**: - AOSH**Is a Team leader?** - No**Team Size**: - 0**Grade**: - AVP, VP**Business**: - Affluent Banking**Department**:- Affluent Banking**Sub**Department**: **Location**: - As per requirement**About Affluent Banking** - Affluent Banking caters to a segment of customers...


  • Mumbai, Maharashtra, India Axis Bank Full time

    **RB - Affluent Business:MIS and Insights NRI** **INTERNAL USAGE: (to be removed before publishing externally** **No. of Vacancies**: **Manager**: - Business Manager - NRI**Is a Team leader?** - N**Team Size**: **Grade**: - DM/M/SM**Business**: - Affluent Business**Department**:- Affluent Business**Sub**Department**: - NA**Location**: - Across...

  • Ho Product Team

    2 weeks ago


    Mumbai, Maharashtra, India Kotak Mahindra Full time

    Department Kotak Mahindra Bank Limited Location Kotak Bank - infinity Number of Positions 1 Position Grade M5/M6 Job Name Channel Lead - Investment Product - Managing internal bank channels: Affluent Segment, Branch banking, 811, SKY channel for adoption and driving sales for investment products. - Responsible for annual budget setting as per Channel...


  • Hiranandani Estate, Thane, Maharashtra, India NorthStar Wealth Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    Track the affluent & super affluent client segment in the market for new client acquisition through direct calls, seminars, referencing, networking etc.To research and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios.To coordinate with product and research team for taking...


  • Mumbai, Maharashtra, India Kotak Mahindra Bank Full time

    Role: Area Customer Service Manager Location: Mumbai Leading a team of Approx. 7 Customer Service Officers to address requests/complaints received from clients for all for Retail Asset Products (Eg: Home loan / LAP/Personal Loan) Address Service Request /Complaints including those created by channel partners for Affluent Customers and focus on getting...