Documentation|WEALTH MANAGEMENT|Customer Service

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 . 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 . Liaise with CPC/ RPC, Kotak Securities, PMS providers and others for documentation . Ensure First pass is maintained at healthy level Job Requirements: . 1-3 years of experience . Should possess knowledge of KYC norms for basket of financial products (CASA Accounts, Demat Accounts, etc) & for different financial entities (HUF, corporate, etc.) . Process oriented having an eye-for-detail with high focus on quality of work . Ability to work with cross-functional teams