Affluent Mis-ho

2 weeks 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.

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