Operations-Wealth Management-Operations @ Life insurance

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Operations-Wealth Management-Operations

Life insurance
5 - 8 years
India
9 months ago
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Job Description

About The Role
Job Role:
1. Updation of transaction recd from Manufacturer for PMS / Other Product 2. Updation of Valuations recd from Manufacturer for PMS / Other Product 3. Other Product Order authorization/cancellation for PMS / Other Product 4. Recon with manufacturer data - Cost & Valuation for PMS / Other Product 5. Other Product Application Ledger for PMS / Other Product 6. Monthly/Daily Recon & Resolution for Wealth 7. Third party/Adhoc Other product manual updation 8. Solve the Internal, Interim and statutory queries. 9. Solve the queries raised by RM/SRMs 10. Co-ordinating with internal teams and vendors for data and updation in Miles
Job Requirements:
1. Should be graduate with at least 5-8 years of experience in an operations role in Private Banking, Wealth Management, Depository or Capital Markets. 2. Should have thorough knowledge and understanding of investments and securities. 3. Should be abreast of the SEBI and RBI regulations applicable to the business. 4. Should have excellent communication. 5. Should be proficient in using Excel and other systems used in the bank.6. Usage of Miles software will be preferable

Job Classification

Industry: Banking
Functional Area / Department: BFSI, Investments & Trading
Role Category: Banking Operations
Role: Asset Operations
Employement Type: Full time

Contact Details:

Company: Kotak Life Insurance
Location(s): India

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Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

Write briefly about yourself, your experience and education (*)

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Life insurance

Capgemini is a global leader in partnering with companies to transform and manage their business by harnessing the power of technology. The Group is guided everyday by its purpose of unleashing human energy through technology for an inclusive and sustainable future. It is a responsible and diverse o...

Operations-Wealth Management-Operations @ Life insurance

Home > Banking Operations