109 Kotak Mahindra Bank jobs in Ahmedabad

Job Title: Financial Services Advisor

We are seeking a highly skilled and detail-oriented Financial Services Advisor to support senior bankers in delivering financial advisory services. This role will involve working closely with clients to understand their financial needs and providing expert advice on investment opportunities.

• Key Responsibilities:
• Create complex financial models to assess clients' financial health and potential investments.
• Analyze company valuations, financial metrics, and market trends to provide insightful recommendations to clients.
• Support deal execution, manage timelines, coordinate teams, and communicate effectively with clients.
• Develop marketing materials, client reports, and investment memorandums that showcase clients' strengths and opportunities.
• Conduct industry research, track public company financials, and analyze market data to inform clients' investment decisions.
• Collaborate with senior bankers to create high-quality presentations, edit written reports, and provide strategic advice to clients.

About the Role:

This is an exciting opportunity for a motivated and organized individual to join our dynamic team as a Financial Services Advisor . The ideal candidate will have a strong understanding of financial markets, excellent analytical skills, and the ability to communicate complex ideas effectively.

Requirements:

A Bachelor's degree in Finance, Accounting, or a related field, with proficiency in Excel, Microsoft Office Suite, and experience in financial modeling. Strong communication and interpersonal skills, with the ability to work collaboratively as part of a team.

• Oversee and manage day-to-day operational activities, including client onboarding, transaction processing, and back-office functions.
• Develop, implement, and refine operational policies and procedures to enhance efficiency, accuracy, and compliance.
• Manage and mentor a team of operational staff, fostering a culture of high performance, accountability, and continuous improvement.
• Monitor key performance indicators (KPIs) and operational metrics, identifying areas for improvement and implementing corrective actions.
• Ensure strict adherence to all regulatory requirements, internal policies, and industry best practices.
• Collaborate with other departments, including IT, Compliance, and Client Services, to ensure seamless operational integration and support.
• Identify opportunities for process automation and technology adoption to improve operational effectiveness.
• Manage vendor relationships and service level agreements where applicable.
• Conduct regular risk assessments and implement appropriate controls to mitigate operational risks.
• Contribute to strategic planning and decision-making related to operational infrastructure and scalability.
• Prepare regular operational reports for senior management.

• Bachelor's degree in Business Administration, Finance, Operations Management, or a related field. A Master's degree or relevant professional certification is a plus.
• Minimum of 6 years of experience in operations management, preferably within the financial services industry (e.g., banking, investment management, fintech).
• Proven experience in process improvement, workflow optimization, and change management.
• Strong understanding of financial regulations and compliance requirements relevant to operations.
• Excellent leadership, team management, and motivational skills.
• Proficiency in using operational software and CRM systems.
• Strong analytical and problem-solving abilities with a keen eye for detail.
• Effective communication and interpersonal skills, with the ability to collaborate across different levels of the organization.
• Ability to manage multiple priorities in a fast-paced, hybrid work environment.
• Demonstrated commitment to ethical conduct and operational integrity.

• Rotational assignments across key business units to gain a broad understanding of financial services operations.
• Participation in detailed training sessions covering financial analysis, market trends, regulatory frameworks, and product knowledge.
• Mentorship from experienced professionals who provide guidance and career advice.
• Involvement in team projects that require problem-solving, strategic thinking, and collaborative effort.
• Exposure to client interactions and understanding of customer relationship management in finance.
• Development of essential professional skills, including communication, presentation, and networking.
• Opportunity to contribute to ongoing business initiatives and research projects.
• A structured pathway towards a potential full-time role within the organization upon successful program completion.

• Recent graduates with a Bachelor's or Master's degree in Finance, Economics, Commerce, Business Administration, or a related field from a reputable institution.
• Strong academic record with a minimum GPA of 3.0 or equivalent.
• Demonstrated interest and aptitude for the financial services industry.
• Excellent analytical, quantitative, and problem-solving skills.
• Effective communication and interpersonal skills.
• Ability to work collaboratively in a team environment and adapt to fast-paced settings.
• Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
• Candidates must be based in or willing to relocate to **Ahmedabad, Gujarat, IN** for the duration of the internship.
• Eagerness to learn and a proactive attitude.

• Lead client engagements focused on strategy development, market entry, digital transformation, operational efficiency, and regulatory compliance within the financial services sector.
• Conduct in-depth market analysis, competitive intelligence, and financial modeling to identify strategic opportunities and threats.
• Develop and articulate compelling strategic recommendations, supported by robust data and insights.
• Facilitate workshops and interviews with senior client executives to gather information and drive consensus.
• Manage project teams, ensuring high-quality deliverables and client satisfaction.
• Oversee the implementation of strategic initiatives, working collaboratively with client stakeholders.
• Stay abreast of industry trends, emerging technologies, and regulatory changes impacting the financial services landscape.
• Build and maintain strong, long-term relationships with key client contacts.
• Contribute to the firm's knowledge base and intellectual capital in financial services.

• MBA or equivalent advanced degree from a top-tier institution.
• Minimum of 6 years of relevant consulting experience, with a significant focus on financial services (banking, insurance, asset management).
• Demonstrated expertise in strategy formulation, digital strategy, risk management, or operational excellence.
• Exceptional analytical, problem-solving, and quantitative skills.
• Superior communication, presentation, and interpersonal skills, with the ability to influence senior stakeholders.
• Proven experience managing complex projects and leading teams.
• Ability to thrive in a fast-paced, demanding, and collaborative environment, balancing office and remote work effectively.
• Deep understanding of the financial services industry and its key drivers.

• Develop, implement, and maintain risk management frameworks and policies.
• Conduct comprehensive risk assessments, including market risk, credit risk, operational risk, and liquidity risk.
• Analyze financial data and market trends to identify potential risk exposures.
• Model and forecast potential financial losses under various economic scenarios.
• Design and monitor key risk indicators (KRIs) and key performance indicators (KPIs) related to risk management.
• Prepare detailed risk reports for senior management, regulatory bodies, and other stakeholders.
• Collaborate with different departments to ensure risk management best practices are embedded throughout the organization.
• Stay abreast of regulatory changes and industry best practices in risk management.
• Develop and execute stress testing programs.
• Investigate and report on significant risk events, recommending corrective actions.
• Provide training and guidance to junior analysts on risk assessment methodologies.

• Master's degree in Finance, Economics, Statistics, Mathematics, or a related quantitative field.
• Minimum of 5 years of experience in risk management, preferably within the financial services industry.
• Strong knowledge of financial instruments, markets, and risk management principles.
• Proficiency in statistical modeling and data analysis techniques.
• Experience with risk management software and tools.
• Excellent analytical, problem-solving, and critical thinking skills.
• Strong written and verbal communication skills, with the ability to articulate complex risk issues clearly.
• Detail-oriented with a high level of accuracy.
• Ability to work independently and manage deadlines effectively.
• Professional certifications such as FRM or PRM are a plus.

We are seeking a highly skilled and detail-oriented researcher to join our team as a Financial Services Researcher. The ideal candidate will have a strong background in finance, data analysis, and research.

The successful candidate will be responsible for conducting qualitative and quantitative research on market trends, economic indicators, and competitive landscapes in fintech, payments, and banking. They will also support on research activities and external industry interactions, provide quick-turnaround research support for client presentations and reports, and compile, clean, and structure data into usable spreadsheets and databases.

Key Responsibilities:

• Conduct market research and analysis on fintech, payments, and banking industries
• Support the development of client-facing research reports and presentations
• Organize and maintain large datasets for client projects
• Collaborate with cross-functional teams to ensure seamless project delivery

Requirements:

• Bachelor's degree in Economics, Business, Finance, Data Science, Statistics, or related field
• 1-2 years of experience in consulting and strategy, preferably in financial services and tech industries
• Excellent analytical and problem-solving skills
• Strong attention to detail and ability to work accurately under pressure
• Excellent communication and interpersonal skills
• Familiarity with data visualization tools such as PowerPoint, Tableau, or Google Data Studio is a plus

This is an exciting opportunity for someone looking to gain valuable experience in the financial services industry and build their career as a researcher.

We are seeking a skilled Senior Infrastructure Specialist to join our team in the Middle East.

• Oversee and manage all aspects of daily banking operations, including account management, transaction processing, and customer service.
• Develop and implement operational policies and procedures to ensure efficiency, accuracy, and compliance with regulatory requirements.
• Lead, mentor, and manage a remote team of banking operations professionals.
• Drive process improvement initiatives to streamline workflows and reduce operational risks.
• Monitor key performance indicators (KPIs) and implement strategies to achieve operational targets.
• Ensure compliance with all relevant banking regulations and industry best practices.
• Collaborate with other departments, such as IT, Risk Management, and Compliance, to support business objectives.
• Manage relationships with third-party vendors and service providers.
• Handle escalated customer inquiries and resolve complex operational issues.
• Contribute to the strategic planning and development of the banking operations function.

• Bachelor's degree in Finance, Business Administration, or a related field. A Master's degree or relevant professional certification (e.g., CPA, CFA) is a plus.
• Minimum of 8 years of progressive experience in banking operations, with at least 3-5 years in a management or leadership role.
• In-depth knowledge of banking products, services, and operational processes.
• Strong understanding of financial regulations and compliance requirements (e.g., AML, KYC).
• Proven experience in leading and managing remote teams effectively.
• Excellent analytical, problem-solving, and decision-making skills.
• Exceptional communication, interpersonal, and stakeholder management skills.
• Proficiency in banking software and systems, as well as standard office productivity tools.
• Demonstrated ability to drive change and implement process improvements.
• Strong organizational skills and ability to manage multiple priorities in a remote environment.