Banking Operations Customer Service Executive

Kotak Mahindra Bank; Chennai; On-site; INR 600,000 - 900,000; Full time

Job summary

Kotak Mahindra Bank in Chennai seeks an Operations Team Member for the WBG Operations - Customer Service Desk. You will handle RTGS/NEFT transactions, fund transfers, and tax payments, while delivering timely customer service.

The ideal candidate is mid-level with strong Excel skills and a customer-centric approach. Responsibilities include supporting daily operations, maintaining records, and assisting audits, with collaboration across branches and back-office teams to resolve discrepancies and

Qualifications

• Hands-on experience in banking operations (RTGS/NEFT).
• Experience with fund transfers and tax payments.
• Ability to maintain accurate transaction records and reports.

Responsibilities

• Handle and process RTGS/NEFT transactions and fund transfers.
• Provide prompt updates on transaction status to customers and teams.
• Ensure compliance with policies and regulatory guidelines.
• Maintain transaction records and run reports in Excel.
• Assist in audits and resolve discrepancies.

Skills

Excel

Customer service

Banking operations

Communication

Tools

Internal banking systems

Job description

Operations Team Member_WBG Operations (Ops)-Customer Service Desk_Chennai

We are seeking a proactive and detail-oriented professional to join our WBG Operations team at the Customer Service Desk. The ideal candidate will have hands-on experience in banking operations, particularly in RTGS/NEFT transactions, fund transfers, and tax payments. This role requires strong communication skills, a customer-centric approach, and proficiency in Excel to support daily operational tasks and client servicing. Handle and process RTGS, NEFT, fund transfers, and tax payments efficiently at the branch, mid-office, or front office level. Provide prompt and accurate support to customers and internal teams regarding transaction status, payment issues, and operational queries. Ensure compliance with internal policies and regulatory guidelines during transaction processing. Maintain and update transaction records and reports using Excel and internal banking systems. Collaborate with other departments to resolve discrepancies or escalations related to customer transactions. Monitor transaction queues and ensure timely execution of all payment instructions. Assist in audits and internal reviews by providing necessary documentation and reports. Continuously identify areas for process improvement and contribute to enhancing service delivery.

Experience Level Mid Level