K
Kotak Life Insurance
Service Relationship Manager - Private Banking
1 month ago
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Important information
Contract type:
Permanent
Location:
Mumbai, Maharashtra, India
Work mode:
Onsite
Published on:
11 September 2026
What they need
About The Role
- Regular co-ordination with PMS houses and Wealth management firms for transaction reports of direct equity trades.
- Preparation of MGT forms as per the Companies Act and ensuring compliance within the statutory deadline
- Responding to MGT related queries on emails / calls with the company in a timely manner
- Assistance in fund transfers / payments to vendors through RTGS / NEFT / Internal transfers
- Assisting the team with data required to update books of accounts of clients, preparation of income tax computation and filing of tax returns
- Preparation and publishing business MIS at set frequency
- Assistance in carrying out diligence checks through bank system prior to onboarding of client
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