HO Ops - Sec. Backoff - Lead Wealth Operations - West

Role overview

HO Ops - Sec. Backoff - Lead Wealth Operations - West at Kotak Securities

Responsibilities

• Develop and monitor activation dashboards and MIS reports.
• Lead, mentor, and manage activation teams handling high-volume inflow.
• Conduct regular performance reviews and drive accountability and process discipline

Employment details

• Location – Mumbai (Goregaon)
• Location: Kotak Infiniti [Mumbai] [Maharashtra] [India]

Additional role details

• Designation – Lead Client Onboarding
• Job Role –
• Drive client activation, engagement, and early trading behavior within the first 30 days through a team
• Enhance onboarding (Activation) experience to improve activation rates.
• Identify and resolve Activation friction points through continuous process improvements
• Leverage data-driven insights to optimize client journeys and outcomes.
• Collaborate with Product & Technology teams to improve digital onboarding flows and automation.
• Job Requirement –
• Graduate/Postgraduate in Commerce, Finance, or related field.
• 8–15 years in stock broking / financial services
• Client Activation & Engagement: 5+ years managing Activation or client lifecycle teams.
• Process, Compliance & Operational Excellence: Ensure strict, operational controls, Experience in digital onboarding systems and CRM tools.
• Strong communication, coordination, and stakeholder management skills.
• Proficiency in MS Excel and workflow/process automation tools.