HO Ops - Sec. Backoff - Lead Wealth Operations - West
Kotak Securities · Mumbai
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Collected role description
<p class="MsoNormal" style="margin-bottom:0cm;"><b><span lang="en-us" style="font-family:Calibri, sans-serif;" xml:lang="en-us">Designation</span></b><span lang="en-us" style="font-family:Calibri, sans-serif;" xml:lang="en-us"> – Lead Client Onboarding</span></p><p></p><p class="MsoNormal" style="margin-bottom:0cm;"><b><span lang="en-us" style="font-family:Calibri, sans-serif;" xml:lang="en-us">Location</span></b><span lang="en-us" style="font-family:Calibri, sans-serif;" xml:lang="en-us"> – Mumbai (Goregaon)</span></p><p></p><p class="MsoNormal" style="margin-bottom:0cm;"><b><span lang="en-us" style="font-family:Calibri, sans-serif;" xml:lang="en-us">Job Role</span></b><span lang="en-us" style="font-family:Calibri, sans-serif;" xml:lang="en-us"> – </span></p><p></p><p class="MsoNormal" style="margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:36pt;text-indent:-18pt;line-height:normal;"><span lang="en-us" style="font-family:Arial, sans-serif;" xml:lang="en-us"> • <span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="font-family:Calibri, sans-serif;color:#000000;" xml:lang="en-us">Drive client activation, engagement, and early trading behavior within the first 30 days through a team</span><span lang="en-us" style="font-family:Calibri, sans-serif;" xml:lang="en-us"></span></p><p></p><p class="MsoNormal" style="margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:36pt;text-indent:-18pt;line-height:normal;"><span lang="en-us" style="font-family:Arial, sans-serif;" xml:lang="en-us"> • <span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="font-family:Calibri, sans-serif;color:#000000;" xml:lang="en-us">Enhance onboarding (Activation) experience to improve activation rates.</span><span lang="en-us" style="font-family:Calibri, sans-serif;" xml:lang="en-us"></span></p><p></p><p class="MsoNormal" style="margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:36pt;text-indent:-18pt;line-height:normal;"><span lang="en-us" style="font-family:Arial, sans-serif;" xml:lang="en-us"> • <span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="font-family:Calibri, sans-serif;color:#000000;" xml:lang="en-us">Identify and resolve Activation friction points through continuous process improvements</span><span lang="en-us" style="font-family:Calibri, sans-serif;" xml:lang="en-us"></span></p><p></p><p class="MsoNormal" style="margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:36pt;text-indent:-18pt;line-height:normal;"><span lang="en-us" style="font-family:Arial, sans-serif;" xml:lang="en-us"> • <span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="font-family:Calibri, sans-serif;color:#000000;" xml:lang="en-us">Develop and monitor activation dashboards and MIS reports.</span><span lang="en-us" style="font-family:Calibri, sans-serif;" xml:lang="en-us"></span></p><p></p><p class="MsoNormal" style="margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:36pt;text-indent:-18pt;line-height:normal;"><span lang="en-us" style="font-family:Arial, sans-serif;" xml:lang="en-us"> • <span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="font-family:Calibri, sans-serif;color:#000000;" xml:lang="en-us">Leverage data-driven insights to optimize client journeys and outcomes.</span><span lang="en-us" style="font-family:Calibri, sans-serif;" xml:lang="en-us"></span></p><p></p><p class="MsoNormal" style="margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:36pt;text-indent:-18pt;line-height:normal;"><span lang="en-us" style="font-family:Arial, sans-serif;" xml:lang="en-us"> • <span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="font-family:Calibri, sans-serif;color:#000000;" xml:lang="en-us">Collaborate with Product & Technology teams to improve digital onboarding flows and automation.</span><span lang="en-us" style="font-family:Calibri, sans-serif;" xml:lang="en-us"></span></p><p></p><p class="MsoNormal" style="margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:36pt;text-indent:-18pt;line-height:normal;"><span lang="en-us" style="font-family:Arial, sans-serif;" xml:lang="en-us"> • <span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="font-family:Calibri, sans-serif;color:#000000;" xml:lang="en-us">Lead, mentor, and manage activation teams handling high-volume inflow.</span><span lang="en-us" style="font-family:Calibri, sans-serif;" xml:lang="en-us"></span></p><p></p><p class="MsoNormal" style="margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:36pt;text-indent:-18pt;line-height:normal;"><span lang="en-us" style="font-family:Arial, sans-serif;" xml:lang="en-us"> • <span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="font-family:Calibri, sans-serif;color:#000000;" xml:lang="en-us">Conduct regular performance reviews and drive accountability and process discipline</span><span lang="en-us" style="font-family:Calibri, sans-serif;" xml:lang="en-us"></span></p><p></p><p class="MsoNormal" style="margin-bottom:0cm;"><span lang="en-us" style="font-family:Calibri, sans-serif;" xml:lang="en-us"> </span></p><p class="MsoNormal" style="margin-bottom:0cm;"><b><span lang="en-us" style="font-family:Calibri, sans-serif;" xml:lang="en-us">Job Requirement </span></b><span lang="en-us" style="font-family:Calibri, sans-serif;" xml:lang="en-us">– </span></p><p></p><p class="MsoNormal" style="margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:36pt;text-indent:-18pt;line-height:normal;"><span lang="en-us" style="font-family:Arial, sans-serif;" xml:lang="en-us"> • <span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="font-family:Calibri, sans-serif;color:#000000;" xml:lang="en-us">Graduate/Postgraduate in Commerce, Finance, or related field.</span><span lang="en-us" style="font-family:Calibri, sans-serif;" xml:lang="en-us"></span></p><p></p><p class="MsoNormal" style="margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:36pt;text-indent:-18pt;line-height:normal;"><span lang="en-us" style="font-family:Arial, sans-serif;" xml:lang="en-us"> • <span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="font-family:Calibri, sans-serif;color:#000000;" xml:lang="en-us">8–15 years in stock broking / financial services</span><span lang="en-us" style="font-family:Calibri, sans-serif;" xml:lang="en-us"></span></p><p></p><p class="MsoNormal" style="margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:36pt;text-indent:-18pt;line-height:normal;"><span lang="en-us" style="font-family:Arial, sans-serif;" xml:lang="en-us"> • <span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="font-family:Calibri, sans-serif;color:#000000;" xml:lang="en-us">Client Activation & Engagement: 5+ years managing Activation or client lifecycle teams.</span><span lang="en-us" style="font-family:Calibri, sans-serif;" xml:lang="en-us"></span></p><p></p><p class="MsoNormal" style="margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:36pt;text-indent:-18pt;line-height:normal;"><span lang="en-us" style="font-family:Arial, sans-serif;" xml:lang="en-us"> • <span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="font-family:Calibri, sans-serif;color:#000000;" xml:lang="en-us">Process, Compliance & Operational Excellence: Ensure strict, operational controls, Experience in digital onboarding systems and CRM tools.</span><span lang="en-us" style="font-family:Calibri, sans-serif;" xml:lang="en-us"></span></p><p></p><p class="MsoNormal" style="margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:36pt;text-indent:-18pt;line-height:normal;"><span lang="en-us" style="font-family:Arial, sans-serif;color:#000000;" xml:lang="en-us"> • <span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="font-family:Calibri, sans-serif;color:#000000;" xml:lang="en-us">Strong communication, coordination, and stakeholder management skills.</span></p><p></p><p class="MsoNormal" style="margin-bottom:0cm;"> </p><p class="MsoNormal" style="margin-top:0cm;margin-right:0cm;margin-bottom:0cm;margin-left:36pt;text-indent:-18pt;line-height:normal;"><span lang="en-us" style="font-family:Arial, sans-serif;color:#000000;" xml:lang="en-us"> • <span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="font-family:Calibri, sans-serif;color:#000000;" xml:lang="en-us">Proficiency in MS Excel and workflow/process automation tools.</span></p><p></p>
Collected experience requirement
15 years