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

Kotak Mahindra Bank Ltd; Delhi; On-site; INR 450,000 - 650,000; Full time

Job summary

Kotak Mahindra Bank Ltd is seeking a proactive professional for the WBG Operations Customer Service Desk in Delhi. The role involves hands-on banking operations, especially RTGS/NEFT, fund transfers, and tax payments, with a focus on accurate transaction processing and customer support.

You will liaise with branch, mid-office, and front-office teams, ensuring compliance and timely resolution of queries, while maintaining detailed records in internal systems.

Qualifications

• Hands-on experience in banking operations, especially RTGS/NEFT.
• Strong Excel proficiency to support daily tasks.
• Excellent communication and customer-service orientation.
• Ability to follow internal policies and regulatory guidelines.

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

Excel

Customer service

Communication skills

RTGS/NEFT

Tools

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.