Operations Specialist - Liability Operations

Idfc First Bank Limited; Mumbai; On-site; INR 400,000 - 520,000; Full time

Job summary

IDFC First Bank Limited in Mumbai is seeking an Operations Specialist – Liability Operations to join our Retail Liability Operations team. This role focuses on authorizing customer requests and coordinating with branches and relationship managers to ensure smooth transaction processing and enhanced customer experience through accurate execution.

You will perform document scrutiny, data entry, transaction processing, reconciliation, and vendor coordination, while maintaining compliance and a

Qualifications

• Graduation in any discipline from a recognized institution.
• Minimum 3 years of relevant banking operations experience.
• Experience in liability operations is preferred.
• Strong problem-solving and attention to detail.

Responsibilities

• Perform document scrutiny for account opening and service request processing.
• Execute data entry for account opening and service requests as per defined guidelines.
• Handle transaction processing, reconciliation, and vendor coordination.
• Ensure accuracy and compliance in all operational activities.
• Maintain closed-loop coordination with internal teams to ensure seamless processing and resolution.
• Ensure adherence to compliance standards and internal policies.
• Resolve complex queries related to customer transactions and service requests.

Skills

Banking operations

Customer service processes

Attention to detail

Transaction processing

Stakeholder coordination

Compliance standards

Problem-solving

Communication skills

Education

Graduation in any discipline

Job description

Job Requirements

About the Role

We are looking for an Operations Specialist – Liability Operations (E) to join our Retail Liability Operations team. This role is responsible for authorizing customer requests and managing related activities through end-to-end coordination with internal stakeholders such as branches and relationship managers. The goal is to ensure smooth transaction processing and deliver an enhanced customer experience through accurate and timely execution.

Key Responsibilities

Primary Responsibilities

• Perform document scrutiny for account opening and service request processing.
• Execute data entry for account opening and service requests as per defined guidelines.
• Handle transaction processing, reconciliation, and vendor coordination.
• Ensure accuracy and compliance in all operational activities.
• Maintain closed-loop coordination with internal teams to ensure seamless processing and resolution.

Secondary Responsibilities

• Ensure adherence to compliance standards and internal policies.
• Resolve complex queries related to customer transactions and service requests.

What We Are Looking For

Education

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

Experience

• Minimum 3 years of relevant experience in banking operations, preferably in liability operations.

Skills and Attributes

• Strong understanding of banking operations and customer service processes.
• Attention to detail and commitment to accuracy.
• Proficiency in transaction processing and reconciliation.
• Effective communication and coordination skills for stakeholder engagement.
• Problem-solving skills to handle complex queries.
• Familiarity with compliance standards and operational guidelines.
• Customer-centric mindset aligned with IDFC First’s service excellence culture.