Operations Team Member-wbg Operations

1 week ago

Mumbai Maharashtra, India Kotak Mahindra Full time

Think Investments, Think Kotak.
This is an Internal document.
Job Title: Deputy Manager
Level: M2
Department: Commercial Operations
Job Role
- Verification of executed legal documents as per Documentation Grid released by the legal team from time to time & Sanction Letter / Term Sheet issued by the business / credit team.
- Updating of PSL for CCOD product basis the PSL template received from business along with TS / SL.
- Insurance Policy Maintenance (basis terms of Sanction) - information to centralized insurance policy maintenance desk.
- Preparation and releasing the Disbursement Advice to Loan Maintenance Team for disbursement of loans in LPS. Limit loading Instructions (LLI) to Treasury team for treasury products & CMS team for CMS products.
- Insertions (documents received post disbursement).
- Deferral Closures (post receipt of requisite document from Business Unit against deferral obtained).
- Tracking of post disbursement conditions related to Wholesale & Commercial operations in DRS as “pre-approved”.
- Handover of Files (All documents except Title Deeds) & Dockets (Title Deeds - Property wise i.e. for every property mortgaged separate docket is a must) including insertions to DMT for further action & receipt of acknowledgement in ET / Register (in case of non-ET transactions, if any).
- Liaison with Auditors & Ensure no audit queries. MIS (Daily Reporting, Pending Status, Insertions).

**Qualifications**:
Post Graduate or MBA Finance Personality Traits
- Ability to perform under pressure and stringent time lines.
- Adaptable and open to get acquainted with changing business and operational environment.
- Ability to build & develop the team while being part of it.

  • Operations Team Member-WBG OPERATIONS

    2 weeks ago

    Mumbai, India Kotak Mahindra Bank Limited Full time

    Job Description We are looking for a meticulous and proactive Operations Team Member to join our Commercial Operations team within the Wholesale Banking Group (WBG). The ideal candidate will be responsible for verifying legal documentation, maintaining operational records, and ensuring compliance with internal and regulatory standards. This role demands...

  • Operations Team Member-WBG OPERATIONS

    1 week ago

    Mumbai, India Kotak Mahindra Bank Limited Full time

    Job Description We are seeking a proactive and detail-oriented professional to join our WBG Operations team at the Customer Service Desk. The ideal candidate will have hands-on experience in banking operations, particularly in RTGS/NEFT transactions, fund transfers, and tax payments. This role requires strong communication skills, a customer-centric...

  • Operations Team Member-wbg Operations

    1 week ago

    Mumbai, Maharashtra, India Kotak Mahindra Bank Full time

    Job Category KMBL Degree Level Bachelor s Degree We are seeking a proactive and detail-oriented professional to join our WBG Operations team at the Customer Service Desk The ideal candidate will have hands-on experience in banking operations particularly in RTGS NEFT transactions fund transfers and tax payments This role requires strong...

  • Operations Team Member

    1 week ago

    Mumbai, -Mumbai-Vinay Bhavya Complex-MAH, Vinay Bhavya Complex, Mumbai, Maharashtra, India Kotak Mahindra Bank Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Operations Team Member-WBG OPERATIONS (OPS)-Commercial Operations Kotak Mahindra Bank Job Role •Verification of executed legal documents as per Documentation Grid released by the legal team from time to time & Sanction Letter / Term Sheet issued by the business / credit team. •Stamp Duty as per Legal Stamp Duty Grid is adhered too. ...

  • Strategy Analyst-WBG-WBG HO

    3 weeks ago

    Mumbai, India Kotak Mahindra Bank Full time

    Role : Grade : M6-M7 Reporting Manager : Head-WBG Strategy & BIU Location : Mumbai The Business Manager – WBG Strategy will be a key member of the Wholesale Banking Group's Strategy Team, responsible for supporting strategic planning, execution, and monitoring across various business segments and products. The role involves close collaboration with senior...

  • Strategy Analyst-WBG-WBG HO

    2 weeks ago

    Mumbai, Maharashtra, India Kotak Mahindra Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Role :Grade : M6-M7Reporting Manager : Head-WBG Strategy & BIULocation : MumbaiThe Business Manager – WBG Strategy will be a key member of the Wholesale Banking Group's Strategy Team, responsible for supporting strategic planning, execution, and monitoring across various business segments and products. The role involves close collaboration with senior...

  • Team Member

    2 days ago

    Mumbai, India Kotak Mahindra Full time

    **Position Name: Team Leader RCU, Wholesale Banking - Department- Risk Containment Unit (WBG)- Location- Mumbai- Number of Positions- 1- Reporting Relationships- Senior Vice President- Position Grade- M5 / M6 (AVP/DVP)**Job Role**: - Leading the Transaction Monitoring and Risk Containment Unit for Corporate, Institutional & Investment Banking - Developing &...

  • Team Member-WBG Operations

    3 weeks ago

    Mumbai, India Kotak Life Insurance Full time

    About The Role   "¢To handle day to day trade transactions, understanding client requirements, "¢Co-ordination with cpc for transaction processing and discrepancy resolution, "¢Dealing and co-ordinating with various business groups within the bank, "¢Ensuring error-free and timely execution of trade transactions. "¢Ensuring compliance and internal...

  • Team Member-WBG Operations

    2 weeks ago

    Mumbai, Maharashtra, India Kotak Life Insurance Full time ₹ 40,00,000 - ₹ 80,00,000 per year

    About The Role   "¢To handle day to day trade transactions, understanding client requirements, "¢Co-ordination with cpc for transaction processing and discrepancy resolution, "¢Dealing and co-ordinating with various business groups within the bank, "¢Ensuring error-free and timely execution of trade transactions. "¢Ensuring compliance and internal...

  • AVP, Investment Operations

    2 weeks ago

    Mumbai, Maharashtra, India Ares Operations Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Ares is looking for an AVP to join the Mumbai Investment Operations team. The ideal candidate would have experience working in loan servicing. Serve as primary escalation contact and day to day manager for the loan operations team in Mumbai.