Banking Operations Executive - Customer Service Desk

Kotak Mahindra Bank Limited; New Delhi; Sur place; INR 500 000 - 750 000; Plein temps

Résumé du poste

Kotak Mahindra Bank Limited is seeking a proactive Operations Team Member for the WBG Operations - Customer Service Desk in Delhi. You will manage RTGS/NEFT and tax payments, support clients and internal teams, and maintain precise transaction records using Excel.

This role emphasizes accuracy, regulatory compliance, and a customer‑centric approach. The position requires hands-on banking operations experience, strong communication skills, and a collaborative mindset to resolve discrepancies and

Qualifications

• Hands-on experience in banking operations, particularly RTGS/NEFT, fund transfers and tax payments.
• Strong communication skills for customer and internal teams.
• Proficiency in Excel to support daily tasks and reporting.

Responsabilités

• Handle RTGS, NEFT, fund transfers and tax payments efficiently at branch, mid-office, or front office level.
• Provide prompt and accurate support on transaction status, payment issues, and operational queries.
• Ensure compliance with internal policies and regulatory guidelines during 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.
• Identify areas for process improvement and contribute to service delivery enhancements.

Connaissances

Banking operations

Excel proficiency

Customer service

Attention to detail

Outils

Excel

Description du poste

Operations Team Member_WBG Operations (Ops)-Customer Service Desk_Delhi

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