Operations Team Member_WBG Operations (Ops)-Commercial Operations_Indore

Kotak Mahindra Bank Ltd; Indore District; On-site; INR 300,000 - 540,000; Full time

Job summary

Kotak Mahindra Bank Ltd. is seeking a proactive Operations professional for the Customer Service Desk to support RTGS/NEFT transactions, fund transfers, and tax payments. The role emphasizes accuracy, customer focus, and Excel-powered reporting.

The candidate will handle transaction processing across branch, mid-office, or front office, while ensuring compliance with policies and delivering timely service to clients and internal teams.

Qualifications

• Hands-on banking operations experience, especially RTGS/NEFT, fund transfers, and tax payments.
• Strong communication and customer-centric approach.
• Proficient in Excel for daily operational tasks.
• Compliance with internal policies and regulatory guidelines during processing.
• Ability to coordinate with branches and internal teams.

Responsibilities

• Handle 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.

Skills

Banking operations

Customer service

Excel proficiency

Communication skills

Attention to detail

Tools

Excel

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.

• 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.