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9 Kotak Mahindra Asset Management Company Jobs

Operations Team Lead

6-8 years

₹ 12 - 15L/yr

Thane

1 vacancy

Operations Team Lead

Kotak Mahindra Asset Management Company

posted 23d ago

Job Role Insights

5 Days Working·Fixed timing·Day Shift

Job Description

Job Role: Key Deliverables


  • Experience in handling periodic reconciliations for Banks, Brokers, Mutual Fund and Demat holdings.
  • Ability & experience in handling operations team.
  • Manage the execution of Funds Settlement of HNI & NRI clients.
  • To process closure / partial withdrawals for PMS Accounts with due diligence and making final / partial payments to client in form of cash or scrips.
  • To process different types of requests of the client in the system, like freezing/un freezing and activation of the PMS clients & pass out to distributors.
  • Preparation of reports to be submitted to SEBI on needs basis.
  • Maintaining records and co-ordination with auditors for resolution of audit queries.
  • Providing priority services to clients by maintaining MIS reporting & returns on investments.

Job Requirements

  • MBA/PGDM Finance.
  • Experience of minimum 3 to 4 years in PMS Operations is mandatory.
  • Must have knowledge of PMS regulation, KYC norms and mutual fund operations.
  • The candidate must have good communication & presentation skills.
  • Self-starter, proactive & target oriented behavior will be appreciated.
  • NISM Series XXI-A: Portfolio Management Services (PMS) Distributors Certification is mandatory.

Employment Type: Full Time, Permanent

Functional Areas: Other

Read full job description

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What people at Kotak Mahindra Asset Management Company are saying

What Kotak Mahindra Asset Management Company employees are saying about work life

based on 91 employees
57%
37%
57%
100%
Strict timing
Monday to Friday
Within city
Day Shift
View more insights

Kotak Mahindra Asset Management Company Benefits

Work From Home
Health Insurance
Job Training
Soft Skill Training
Cafeteria
Team Outings +6 more
View more benefits

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