Associate Operations Specialist - Liability Operations

IDFC FIRST Bank; Mumbai; On-site; INR 350,000 - 550,000; Full time

Job summary

IDFC FIRST Bank in Mumbai is seeking an Associate Operations Specialist – Retail Liability Operations to support account opening and service request processing. The role emphasizes accuracy, data entry and strict adherence to operational guidelines.

You will perform document scrutiny, process customer transactions within defined TATs, and coordinate with internal teams to ensure smooth service delivery while upholding quality standards and customer focus.

Qualifications

• Graduation in a recognized institution (any discipline).
• Minimum 2 years of experience in banking operations or customer service processing.
• Strong MS Excel and MS PowerPoint skills.
• Experience in document scrutiny and data entry is a plus.

Responsibilities

• Perform document scrutiny for account opening and service request processing.
• Execute data entry for account opening and service requests as per guidelines.
• Process customer transactions accurately within defined turnaround times (TAT).
• Ensure compliance with operational checklists and quality standards.
• Support daily operations by following system-based procedures and controls.
• Liaise with other teams to ensure seamless coordination and issue resolution.

Skills

Banking operations knowledge

Account lifecycle understanding

Attention to detail

Coordination skills

Communication skills

Team collaboration

Customer-centric mindset

Education

Bachelor's degree or Graduation

Tools

MS Excel

MS PowerPoint

Job description

Job Requirements

About the Role

We are hiring an Associate Operations Specialist – Retail Liability Operations (D) to support our Retail Liability Operations team. This role is responsible for processing customer requests and transactions, ensuring accuracy and compliance with operational guidelines. The candidate will play a key role in document scrutiny, data entry, and transaction processing, contributing to smooth and efficient service delivery.

Primary Responsibilities

• Perform document scrutiny for account opening and service request processing.


• Execute data entry for account opening and service requests as per prescribed guidelines.


• Process customer transactions accurately and within defined turnaround times (TAT).


• Ensure compliance with operational checklists and quality standards.


• Support daily operations by adhering to system-based procedures and controls.

Secondary Responsibilities

• Liaise with other teams within Retail Liability Operations to ensure seamless coordination and issue resolution.

What We Are Looking For

Education

• Graduation: Graduate in any discipline from a recognized institution.

Experience

• Minimum 2 years of relevant experience in banking operations or customer service processing.

Skills and Attributes

• Basic understanding of banking operations and account lifecycle.


• Attention to detail and commitment to accuracy.


• Familiarity with MS Excel and MS PowerPoint.


• Strong coordination and communication skills.


• Ability to work collaboratively with internal teams.


• Customer-centric mindset aligned with IDFC First’s service standards.