Roles & Responsibilities:
Directing the client Walkin to the operations Department by issuing a token and Basic forms required to be filled
Basic Form Scrutiny/Checking
Medical Appointment Fixing and tracking reports from the Centre
Scanning of Docs
Book keeping of Cheque and Cash Deposit Slips
Data Coordination whenever required
Tracking of Consignment dispatched from the branch for a timely delivery
Managing customer walking and policy servicing at branch
New business proposal scrutiny and document management
Job Holder Specification:
Graduate
Attained 60% marks either in HSC or TY
Maximum Age: 26 years
Kotak Mahindra Group
A legacy built over 2 decades Kotak Mahindra is one of... India's leading banking and financial services organizations, offering a wide range of financial services that encompass every sphere of life. From commercial banking, to stock broking, to mutual funds, to life insurance, to investment banking, the group caters to the diverse financial needs of individuals and corporate sector.
The group has a net worth of over Rs. 100.6 billion and has a distribution network of branches, franchisees, representative offices and satellite offices across cities and towns in India, and offices in New York, London, San Francisco, Dubai, Mauritius and Singapore servicing around 8 million customer accounts.
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