Documentation-Kotak Private Banking-Customer Service
Kotak Additional
Documentation-Kotak Private Banking-Customer Service
About this role
Do
| Department | Wealth Management |
| Reporting Relationships | National Head/Regional Head - Client Servicing |
| Position Grade | Assistant Manager/ Deputy Manager |
| Location | Mumbai/Bangalore |
| No. of positions | 1 in each location |
- Completion of Know Your Customer (KYC) for every new relationship acquired
- Work in conjunction with the assigned service relationship manager to execute and complete all documentation related to account opening
- Regular client meetings for completion & in-person verification of KYC related documentation.
- Understand the product key features, the documentation content and process involved for execution of the same ( e.g. approvals, submission of forms, records, etc)
- Review applications for completeness
- Execute documentation within prescribed compliance norms
- Communicate effectively with interrelated departments for query resolution and processing of documents
- Follow standardized processes and maintain TAT.
- Input applicable data into tracking systems, file and data warehouse all account documents and ISA proofs
- Deferral and exception Management
-
Be updated on various policies and guidelines; changes in account opening procedures & amendments that affect the working of the documentation.
- 1-3 years of experience
- Strong Communication Skills
- Knowledge of KYC norms for basket of financial products (CASA Accounts, Demat Accounts, etc) & for different financial entities (HUF, corporate, etc.)
- Process oriented and eye-for-detail
- High focus on quality of work
-
Ability to get work done in conjunction with different teams
If you wish to apply for this job position, please fill your details in the Kotak Fast Track Application Form and mail to anabelle.dsouza@kotak.com.
Please mention the following in the subject line as ‘”Position Name” –“Your Name” – “Your Current Business Group”
Service Relationship Manager- HNI- Documentation
PG
Frequently Asked Questions
Is the salary disclosed for the Documentation-Kotak Private Banking-Customer Service position at Kotak Additional?
The salary for this Documentation-Kotak Private Banking-Customer Service role at Kotak Additional is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Documentation-Kotak Private Banking-Customer Service position at Kotak Additional located?
This Documentation-Kotak Private Banking-Customer Service role at Kotak Additional is based in Pune, Maharashtra, India. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Documentation-Kotak Private Banking-Customer Service role at Kotak Additional full-time or part-time?
This is listed as a Full time position. It is posted as a Documentation-Kotak Private Banking-Customer Service role at Kotak Additional.
How do I apply for the Documentation-Kotak Private Banking-Customer Service position at Kotak Additional?
Click the "Apply Now" button on this page. You will be redirected to Kotak Additional's official application portal hosted on oraclecloud where you can submit your application directly.
When was the Documentation-Kotak Private Banking-Customer Service job at Kotak Additional posted?
This Documentation-Kotak Private Banking-Customer Service position at Kotak Additional was posted on Sep 17, 2026. Apply as soon as possible — early applications are often reviewed first.
Documentation-Kotak Private Banking-Customer Service
Kotak Additional
You'll be redirected to Kotak Additional's official application page on oraclecloud.