Team Member

2 weeks ago

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

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