We’re looking for detail-driven professionals to join our Wealth Operations team at Kotak Neo and play a key role in delivering seamless client experiences.

Location- Goregaon (Mumbai, Maharashtra)

Prioritizing Mumbai based individuals only.

Job Role-

- Manage day-to-day wealth operations including MF, distribution, equity, PMS, AIF, bonds, and other investment products.

- Ensure smooth onboarding of wealth clients with complete documentation and KYC compliance.

- Oversee transaction processing, settlements, and reconciliation across products.

- Coordinate with RMs, dealers, and back-office teams to support business requirements.

- Ensure adherence to SEBI, exchange, and internal compliance guidelines.

- Monitor and resolve operational issues, escalations, and client queries promptly.

- Maintain accurate MIS, reports, and dashboards for management review.

- Support audit, c...