Operations Specialist - Liability Operations

IDFC FIRST Bank; Thane; On-site; INR 450,000 - 650,000; Full time

Job summary

IDFC FIRST Bank in Thane, India is seeking an Operations Specialist Liability Operations to join our Retail Liability Operations team. You will authorize customer requests and drive end-to-end coordination with branches and relationship managers to ensure smooth transaction processing and an enhanced customer experience.

Key responsibilities include document scrutiny, data entry for openings and service requests, transaction processing and reconciliation, and strict adherence to compliance

Qualifications

• Graduation in any discipline.
• Minimum 3 years of banking operations experience.
• Experience in liability operations preferred.

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

Attention to detail

Transaction processing

Communication

Problem solving

Compliance

Education

Graduation

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 fa service excellence culture.