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

Kotak Mahindra Bank Ltd; Hyderabad; On-site; INR 600,000 - 900,000; Full time

Job summary

Kotak Mahindra Bank Ltd is seeking a proactive banking operations professional in Hyderabad to handle RTGS/NEFT transactions, fund transfers, and tax payments. The role requires strong Excel skills and a customer-centric approach to support daily operations and client servicing.

They will process transactions across branch, mid-office, or front office, ensure compliance, and assist in audits, while driving process improvements and timely service delivery.

Qualifications

• Experience in banking operations and transaction processing.
• Strong understanding of RTGS/NEFT workflows.
• Proficiency with Excel for daily reporting and reconciliation.
• Attention to detail and accuracy in handling financial data.
• Customer-centric approach with effective communication.

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

RTGS/NEFT processing

Fund transfers

Tax payments

Excel proficiency

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.