HO Ops - DP - Team Member - West - Corporate

Kotak Securities · Mumbai

Source and collection record

Last observed by our collector: 8 October 2026 at 11:38 pm IST. This is not a manual review or a confirmation from the employer.

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Collected role description

1) Vendor Billing Management <ul style="margin-top:0cm;" type="disc"> <li class="MsoNormal">Own the end-to-end vendor billing cycle: invoice receipt, validation, coding, approvals, posting, and payment follow-ups.</li> <li class="MsoNormal">Reconcile vendor statements, track accruals, and resolve billing discrepancies within defined TATs.</li> <li class="MsoNormal">Maintain vendor master data, contracts, rates, and SLAs; monitor spend vs. budget and highlight variances.</li> <li class="MsoNormal">Coordinate with Finance/Accounts Payable for timely disbursements; prepare aging reports and dashboards.</li> <li class="MsoNormal">Partner with vendors to optimize billing processes, introduce automation, and reduce manual errors.</li> </ul> 2) KRA / CKYC Knowledge & Execution <ul style="margin-top:0cm;" type="disc"> <li class="MsoNormal">Perform KYC/KRA/CKYC checks during account opening; ensure records are complete, accurate, and regulatory compliant.</li> <li class="MsoNormal">Validate client documents (POI/POA, PAN, Aadhaar, FATCA, etc.) and resolve KYC exceptions.</li> <li class="MsoNormal">Interface with KRA/CKYC systems to fetch, register, and update client KYC details; maintain audit trails.</li> <li class="MsoNormal">Support periodic KYC refresh/re-KYC, and ensure timely remediation of pending cases.</li> </ul> 3) Trading Modification <ul style="margin-top:0cm;" type="disc"> <li class="MsoNormal">Manage end-to-end onboarding: application intake, verification, document checks, data entry, in-principle approvals, and activation.</li> <li class="MsoNormal">Process account modifications (contact details, segment enablement, nominee change, bank/DP updates, risk profile edits) with proper authorization.</li> <li class="MsoNormal">Ensure seamless coordination with Compliance, Risk, Tech, and Sales for smooth go-live.</li> <li class="MsoNormal">Maintain accurate system records, logs, maker-checker controls, and audit readiness.</li> </ul> 4) Escalation Management <ul style="margin-top:0cm;" type="disc"> <li class="MsoNormal">Act as point of contact for client and internal escalations related to onboarding, KYC, and billing.</li> <li class="MsoNormal">Triage and prioritize issues, conduct root-cause analysis, and drive swift resolution within SLA/TAT.</li> <li class="MsoNormal">Build preventive actions and SOP enhancements to reduce recurring escalations.</li> <li class="MsoNormal">Provide status updates to stakeholders; publish weekly/monthly escalation and RCAs.</li> </ul> <div class="MsoNormal" align="center" style="text-align:center;"></div> Required Skills & Competencies <ul style="margin-top:0cm;" type="disc"> <li class="MsoNormal">Domain: Strong understanding of KRA/CKYC, trading account opening processes, and brokerage/back-office operations.</li> <li class="MsoNormal">Process & Compliance: Maker–checker discipline, documentation rigor, and audit readiness.</li> <li class="MsoNormal">Billing & Reconciliation: Invoice validation, accruals, ledgers, vendor statement reconciliation, and variance analysis.</li> <li class="MsoNormal">Systems: Experience with KRA/CKYC portals, back-office trading platforms, CRM, and basic ERP/AP modules (e.g., Tally/Oracle/SAP—nice to have).</li> <li class="MsoNormal">Analytical: Data accuracy, pattern recognition, root-cause analysis.</li> <li class="MsoNormal">Communication: Clear written/verbal communication; stakeholder and vendor coordination.</li> <li class="MsoNormal">Ownership & Result Orientation: Meeting TAT, SLA, and quality metrics consistently.</li> <li class="MsoNormal">Escalation Handling: Calm under pressure, structured problem-solving, and effective follow-through.</li> </ul>