Branch Ops - Team Member - North

Kotak Securities · Remote

Collected role description

Branch Ops - Team Member - North at Kotak Securities

Responsible for pay-in & pay-out shortage and to follow up with branches / franchisees & rectification for securities which are wrongly transferred
Responsible for updating the shortage details in the system & check intra settlement status
Responsible for ensuring clients receive delivery instruction slip book & follow up with branches/ franchisees
Responsible for handling off market shares received & ensure it is intimated to the branches/ franchisees for DP proof & follow up for the same with risk team
Responsible for timely resolution of queries of branches/ franchisees/ clients on mails, ECRM, telephone calls
To follow up for any pending issues relating to fax, scan, DP problem etc. & coordinating the same with franchisees
Responsible for training & educating newly inducted franchisees and their staff regarding the working of the organization & use of systems
Should coordinate with DP department for normal market transfers or rejections or any other client related details
Should ensure DP account mapping after provision of all adequate documents & details
To coordinate with settlements team for effecting corporate action to eligible clients
Responsible for escalation of high value shortages & salvage auction through internal position
To keep a track on transaction of physical shares