Team Member

2 days ago

Mumbai, Maharashtra, India Kotak Life Insurance Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Job Role

  • Fiduciary responsibility
  • Sending annual mailers to clients on insider information rule and ensuring that no transaction is violating the insider information rule on post facto basis
  • Yearly risk search on all the Trust clients, settlors and beneficiaries
  • Ensure processes are prepared, updated and implemented
  • Vigilance on immovable properties of the Trusts
  • Updating master sheets and ready reckoner information for the trusts on as required basis
  • Ensuring client complaints are resolved on timely basis
  • Checking of fiduciary compliances e.g.
    • Checking distributions are made on timely basis to beneficiaries
    • Review of respective trust investments with investment advisors
    • Ensuring fees charged are as per the agreed terms for all the Trust clients by the service providers
    • Ensuring confirmations of taxes paid by clients for revocable trusts on annual basis
  • Risk & Technology
  • Review of risk register on periodic basis and getting the required actions implemented
  • Preparing and implementing the RCSA (Risk Control Self-Assessment) checklist for the Trust Administration Team
  • Updating the ICAAP document/Risk documents for Estate Planning Business
  • Ensure periodic review of client database from risk perspective
  • Implement technology solutions in co-ordination with BSG teams to automate the work and bring in efficiency
  • Audit
  • Co-ordinating with auditors for their requirements internal, GST, IFC etc.
  • Co-ordinate with the internal team & internal audit team to ensure closure of audit issues for allocated areas

Job Requirements

CA/MBA with ~10 yrs experience. Others can apply subject to higher experience

Background in risk and exposure to tech solutioning will be an added advantage

Solution oriented with strong communication skills

Temperament to work in teams

Ability to interact and co-ordinate with multiple stakeholders including other businesses, teams and individuals within the organization across levels

Preferably have experience and knowledge of taxation, GST, TDS

Eligibility

Spent minimum 1 year in the same division function role location

Applications can be made for roles in same level or one level above

  • Team Member

    3 days ago

    Mumbai, Maharashtra, India Mirah Hospitality Full time ₹ 1,50,000 - ₹ 2,50,000 per year

    Company DescriptionMirah Hospitality is a leading player in the organized food and beverage sector, with a diverse portfolio of brands ranging from vegetarian thalis to sports bars, resorts, food courts, and cafés. With a presence in over 20 cities across India, Mirah Hospitality has rapidly expanded over the past seven years and is known for its trusted...

  • Team Member

    3 days ago

    Mumbai, Maharashtra, India Kotak Life Insurance Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    About The Role   Position NameNational Lead Account Servicing, Wholesale Banking  Department Wholesale Banking Service Delivery Location Vikhroli, Mumbai Number of Positions 1 Reporting Relationships M8/SVP Service Delivery and CX Position Grade M6/M7 (DVP/VP) - Account Servicing Job Role:  Role of National Lead for Account Servicing- Supervise Team...

  • Team Member

    3 days ago

    Mumbai, Maharashtra, India Kotak Life Insurance Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    About The Role   Job Role : Liasioning with business Teams, IT as well as external vendors on an on-going basis for extending support to existing & future projects and seek timely solutions.Being a part of testing & maintenance team of BSG function, understanding application functionality during development stage, building test cases & executing them...

  • Team Member

    3 days ago

    Mumbai, Maharashtra, India Kotak Mahindra Bank Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Position Name: National Lead – Account Servicing, Wholesale BankingDepartmentWholesale Banking – Service DeliveryLocationVikhroli, MumbaiNumber of Positions1Reporting RelationshipsM8/SVP – Service Delivery and CXPosition GradeM6/M7 (DVP/VP) - Account ServicingJob Role:Role of National Lead for Account Servicing:Supervise Team Leaders across 5 regions,...

  • Team Member

    7 days ago

    Mumbai, Maharashtra, India Cipla Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Role Overview: As a Team Member/Manager in the Intellectual Property Cell Formulation team at Vikhroli, Mumbai, you will play a crucial role in supporting product development by providing timely IP inputs to relevant stakeholders such as RA, R&D, etc. Your insights will be invaluable in patent litigation and opposition, ensuring alignment with product...

  • Team Member

    3 days ago

    Navi Mumbai, Maharashtra, India Star Union Dai ichi Life Insurance (SUD Life) Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Team Member - IT Cybersecurity: Hands-on experience in conducting security testing of system and applications (Web, mobile & cloud)Provide expertise, research, and analytical approaches regarding cybersecurity risks and cyber capabilities.Ability to work with IT and application teams to advice on resolving vulnerabilitiesEnsure information, data, and other...

  • Team Member

    3 days ago

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

    Job Role: Team Member ORMImplementing and embedding the Operational risk framework in Consumer and Commercial domain to identify, assess, mitigate and monitor key risksReview new product/product variant rollouts prior to launch and highlight operational risks associated as part of forward looking risk managementConduct process walk through to identify &...

  • Team Member

    23 hours ago

    Mumbai, Maharashtra, India Cipla Full time

    Job Description:Title: Team Member/Manager – Intellectual Property Cell – FormulationLocation: Vikhroli, MumbaiRoleSupport product development by providing timely IP inputs to relevant stakeholders (RA, R&D etc.) to ensure smooth product launch.Provide insights in patent litigation and opposition to align with product strategy in a cost effective...

  • Team Member

    2 weeks ago

    Mumbai, Maharashtra, India Dolphin Placements Full time ₹ 12,00,000 - ₹ 14,40,000 per year

    Job Description Job Summary Designation: Team MemberReporting to: Assistant Manager / Caf ManagerKRA (Responsibilities):Customer service. Preparation and serving coffees, food and other beverages. Cashiering, stock management, inventory control. Opening & closing of caf. (rotating shifts 10 hours). Maintaining caf hygiene in the premises of the...

  • Team Member

    1 week ago

    Mumbai, Maharashtra, India Axis Asset Management Company Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Job Title: Team Member : Fund Accounting - (Cash Flow & Banking)Department: Fund AccountingPosition Grade Range: Basis eligibility and evaluationLocation: Lower Parel, MumbaiWho we Are?Axis Asset Management Company Ltd (Axis AMC), founded in 2009, is one of India's largest and fastest-growing mutual funds. We proudly serve over 1.3 crore customers across...