Operations Team Member-WBG OPERATIONS (OPS)-Customer Service Desk

Kotak Mahindra Bank Ltd; Chennai District; On-site; INR 400,000 - 550,000; Full time

Job summary

Kotak Mahindra Bank Ltd invites a proactive professional to join our WBG Operations team at the Customer Service Desk in Chennai. You will handle RTGS/NEFT, fund transfers, and tax payments with accuracy and a customer‑centred approach.

The role requires strong communication, Excel proficiency for transaction records, and adherence to internal policies and regulatory guidelines. You will support audits, resolve escalations, monitor payment queues, and collaborate with other departments to

Qualifications

• Hands-on experience in RTGS/NEFT transactions and tax payments.
• Experience with fund transfers and banking operations.
• Ability to maintain transaction records and reports in Excel.
• Knowledge of compliance with policies and regulations.

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.

Skills

Banking operations experience

Communication skills

Customer focus

Excel

Tools

Excel

Internal banking systems

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.