Team Member-Corporate REAL Estate

2 weeks ago

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

About The Role  

Job Responsibilities:

New Initiatives / Project Execution

- Identifying areas with problem statement and structuring solution through digitization alongside partners from OPS/ BIU/ IT teams.
- Data Cleaning, extracting more relevant data from BIU, Developing with the help of BIU more automated MIS
- Streamlining Processes to improve TAT

Business Support

- Creating master data and tracking for lead generation/ conversions
- Improving the product offerings to customers through meaningful tie ups with Fintech
- Strengthening the tie ups with internal teams lead generation/ tracking

Monitoring compliance and partnering with the senior leadership

- Managing various meetings for understanding the bank (LC) strategy for central implementation of such new strategy/ products
- RBI Audit/ Central Compliance |Budgeting, Monthly MIS (DIP)| Group Cross Sell |CA Strategy

Assisting / Supporting the Business Head

- Prepare discussion documents, presentations, reports and dashboard
- Working closely with Regional Head/ Team leads for regular MIS / Updates
- Perform reviews and present analysis on different product / parameters

Education:

- CA / MBA in Finance. Should have 6-9 years of relevant banking experience
- Must have knowledge of various corporate banking products like DCM, Forex, Trade, CMS
- Analytical and financial skills | Strong communication(Written and Oral), Eye For detail

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