Operations Team Member_WBG Operations Ops -Commercial Operations_Indore

Kotak Mahindra Bank; Indore District; On-site; INR 300,000 - 520,000; Full time

Job summary

Kotak Mahindra Bank is seeking a proactive Operations professional to join the WBG Operations Customer Service Desk in Indore. The role focuses on RTGS/NEFT transactions, fund transfers, and tax payments with a strong emphasis on accuracy and customer service.

You will work with Excel to support daily tasks, maintain records, and coordinate with internal teams to resolve issues while ensuring compliance with policies and regulatory guidelines.

Qualifications

• Hands-on experience in RTGS/NEFT and fund transfers.
• Strong communication and customer-centric approach.
• Proficient in Excel for reports and tracking.

Responsibilities

• Process RTGS, NEFT, fund transfers, and tax payments.
• Provide timely support on transaction status and issues.
• Ensure compliance with policies and regulatory guidelines.
• Maintain transaction records using Excel and banking systems.
• Collaborate to resolve discrepancies and escalations.
• Monitor queues and ensure timely execution of payment instructions.
• Assist in audits and internal reviews.
• Identify process improvements for service delivery.

Skills

Banking operations

Customer service

Excel

Communication

Education

Bachelor's degree in Finance/Commerce

Tools

Excel

Internal banking systems

Job description

Job Description:

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.

Responsibilities

• 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.