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Team Member - WBG HO / IPO / CIP - Operations

  • Job
    Full-time
    Junior & Mid Level
  • Banking & Finance
  • Hyderabad, +1

AI generated summary

  • You should have knowledge of Nodal/Escrow Accounts, strong communication skills, attention to detail, and the ability to work under pressure in a dynamic environment.
  • You will handle account setup and maintenance, resolve client queries, ensure timely service delivery, and coordinate with various stakeholders to expedite customer requests and issue resolution.

Requirements

  • Should have knowledge about Nodal Account/ Escrow Account
  • Ability to work under pressure in a dynamic environment
  • Should have eye for detail & be meticulous
  • Strong communication (Oral and Written) & Networking Skills

Responsibilities

  • Handling Account Opening, Account maintenance, Term deposit requests, CMS setup documentation (new clients/modification for existing clients),escrow accounts creation, handling CMS client queries etc, through client interaction.
  • Ensuring delivery of quality service to clients
  • Ensuring customer requests/queries are attended to and resolved within TAT
  • Coordination with stakeholders like RPC, CMS Setup, CMS Ops, PSM, RM,
  • LCC, BSG, IT etc. to speed up customer requests and resolve issues

FAQs

What is the job title for this position?

The job title is Team Member - WBG HO / IPO / CIP - Operations.

Where is the location of this job?

The job is located in Hyderabad.

What is the main responsibility of this role?

Main responsibilities include handling account opening, maintenance, term deposit requests, CMS setup documentation, escrow accounts creation, and managing client queries.

What skills are required for this position?

The candidate should have knowledge about Nodal Account/Escrow Account, the ability to work under pressure, attention to detail, and strong communication and networking skills.

What does TAT stand for in this job description?

TAT stands for Turnaround Time, which refers to the time taken to attend to and resolve customer requests and queries.

Who will the Team Member coordinate with?

The Team Member will coordinate with stakeholders including RPC, CMS Setup, CMS Ops, PSM, RM, LCC, BSG, IT, and others to speed up customer requests and resolve issues.

Is prior knowledge of escrow accounts necessary for this job?

Yes, prior knowledge about Nodal Accounts and Escrow Accounts is required.

What career grade does this position fall under?

This position falls under Grade M3/M4.

How can KMBL employees apply for this position?

KMBL employees can apply by clicking the provided link, removing the default location, entering the Job Code, and searching.

What should candidates do if they want to apply from other Kotak Group Companies?

Candidates from other Kotak Group Companies should send their applications to lekhram.vishwakarma@kotak.com.

Finance
Industry
10,001+
Employees

Mission & Purpose

Kotak Mahindra Bank is a leading Indian financial services conglomerate that offers a wide range of banking and financial products, including personal, corporate, and investment banking services. They provide solutions such as loans, savings accounts, insurance, asset management, and wealth management. Kotak Mahindra Bank’s ultimate mission is to drive growth by delivering innovative and customer-centric financial services while maintaining the highest standards of integrity and professionalism. Their purpose is to empower individuals, businesses, and institutions by offering tailored financial solutions that enhance their financial well-being and support economic progress.