Team Member – Trust Administration-Estate Planning-Estate Planning Job Vacancy in Kotak Mahindra Mumbai, Maharashtra – Latest Jobs in Mumbai, Maharashtra
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Full Details :
Company Name : Kotak Mahindra
Location : Mumbai, Maharashtra
Position :
Job Description : Job Role :
Transactions & customer matters
Ensure the investment /distribution/payment transactions of the Trust are processed on timely basis including co-ordination with internal teams & authorized signatories for approval and with customers as may be required
Send monthly updates to allocated customers on timely basis
Review of respective trust investments with investment advisors
Implement RNPS and TNPS for the Estate Planning business
Accounting & taxation
Review the service providers work pertaining to accounting and auditing of customers including advance tax calculations.
ITR filing for the customers
Risk & Technology
Ensure periodic review of client database from risk perspective
Implement technology solutions in co-ordination with BSG teams to automate the work and bring in efficiency.
Documentation & MIS
Ensuring all documentation / trackers are filed properly and saved at offsite storage
Be a backup for all documentation pertaining to customers’ requirements starting from the mandate letters to closure of the trust if required
Co-ordinate with the audit team to ensure closure of audit issues for allocated areas
Job Requirements :
CA/MBA with about 5 yrs experience. Others can apply subject to higher experience
Background in accounting related work will be preferred and exposure to tech solutioning will be an added advantage
Solution oriented with strong communication skills
Temperament to work in teams
Ability to interact and co-ordinate with multiple stakeholders including other businesses, teams and individuals within the organization across levels
Preferably have experience and knowledge of taxation, GST, TDS
Application :
If you wish to apply for this job position, please fill your details in the Kotak Fast Track A pplication Form and mail to gaurav.yadav@kotak.com along with your CV.
Please mention the following in the subject line as ‘ ”Position Name” –“ Your Name” – “ Your Current Business group ”
This post is listed Under Mumbai jobs
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