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4,011 Kotak Mahindara Life Insurance Jobs

Team Member - WBG HO / IPO / CIP - Operations

Kotak Mahindra Life Insurance Company Limited.

 · 

3.7

 based on 3.2k Reviews

10-12 years

Mumbai, India

Team Member - WBG HO / IPO / CIP - Operations

Kotak Mahindara Life Insurance

posted 1 day ago

Job Role Insights

Flexible timing

Key skills for the job

Data Analysis Customer Service Sales KYC Team Leading Coaching

+ 8 more

Job Description


  

 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      

                
Role of National Lead for Account Servicing:
  • Supervise Team Leaders across 5 regions,10 offices throughout India, 50+ Team members servicing clients and RMs
  • Serve Corporate and Wholesale banking clients by facilitating opening of various types of Current Accounts for all constitutions, including special accounts like Escrow, RERA, Nodal, etc.
  • Manage collection of documents, verification and timely processing of Account maintenance requests like signatory management, KYC/Re-KYC, Term deposit requests, etc. through respective RPCs.



    • Responsibilities:
  • Ensure timely and accurate completion of all account opening functions, provide excellent customer service, fulfill requests end-to-end, and resolve customer issues effectively.
  • Provide a monthly report on metrics while addressing team challenges and celebrating successes.
  • Conduct periodic location wise service reviews to ensure quality service to both internal and external clients
  • Maintain a robust processing environment with effective controls, empowering the team to offer client solutions within the established policy framework
  • Ensure compliance with regulatory guidelines, company policies, and processes and facilitating smooth audits at all times.
  • Monitor customer satisfaction and service levels closely, driving necessary process improvements
  • Coordinate with stakeholders and clients to address process gaps or issues
  • Keep process documents updated and ensure regular reviews
  • Manage queries, issues, escalations and audits effectively
    •       

            Job Requirements:        Post Graduate /MBA with 10-12 years of team leading experience in Account Opening, KYC guidelines, Account Maintenance and related Wholesale Banking products        


    Skills:
  •         
    An Account Servicing National Lead, who oversees team leaders, should effectively lead the team, achieve service levels, ensure compliance, and continuously enhance the efficiency of the account servicing process



    Here are some key skills required for this role:


  • Leadership


    Skills:
  • Ability to inspire, motivate, and guide team leaders and their teams towards achieving goals.
  • Regulatory KnowledgeFamiliarity with relevant regulations and compliance requirements related to account opening processes.
  • Customer Service OrientationUnderstanding the importance of customer satisfaction and the ability to address client needs and concerns effectively.
  • Communication


    Skills:
  • Strong verbal and written communication skills to convey information clearly and effectively to team leaders, clients, and other stakeholders.
  • Interpersonal


    Skills:
  • Ability to build and maintain positive relationships with team members, clients, and other departments.
  • Organizational


    Skills:
  • Proficiency in managing multiple tasks, prioritizing responsibilities, and ensuring that deadlines are met.
  • Problem-Solving


    Skills:
  • Ability to identify issues, analyze situations, and develop effective solutions quickly.
  • Analytical


    Skills:
  • Capability to assess data and metrics related to account openings and team performance to make informed decisions.
  • Training and DevelopmentSkills in coaching and mentoring team leaders to enhance their performance and professional growth.
  • Technical ProficiencyKnowledge of software and tools used in account management and data analysis, as well as the ability to adapt to new technologies.
  • Strategic ThinkingAbility to develop and implement strategies that align with organizational goals and improve account opening processes.
  • Conflict ResolutionSkills to manage and resolve conflicts within the team or with clients in a constructive manner.
  • Time ManagementAbility to manage ones own time and the time of team leaders effectively to maximize productivity.
  • AdaptabilityFlexibility to adjust to changing circumstances and the ability to lead teams through transitions.
  • Performance ManagementSkills in setting performance metrics, data evaluation, reviews and providing constructive feedback to team leaders.
    •       


    Employment Type: Full Time, Permanent

    Read full job description

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    What people at Kotak Mahindara Life Insurance are saying

    Team Member salary at Kotak Mahindara Life Insurance

    reported by 2 employees
    ₹6.8 L/yr - ₹8.6 L/yr
    79% more than the average Team Member Salary in India
    View more details

    What Kotak Mahindara Life Insurance employees are saying about work life

    based on 3.2k employees
    53%
    46%
    55%
    98%
    Flexible timing
    Monday to Saturday
    Within city
    Day Shift
    View more insights

    Kotak Mahindara Life Insurance Benefits

    Submitted by Company
    Comprehensive Insurance Coverage
    Employee Referral Program
    Sabbatical Leave
    Long Service Awards
    KLAPS
    Submitted by Employees
    Job Training
    Soft Skill Training
    Health Insurance
    Work From Home
    Team Outings
    Cafeteria +6 more
    View more benefits

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