Operations Team Member-WBG OPERATIONS OPS -Customer Service Desk

Kotak Mahindra Bank; India; On-site; INR 420,000 - 600,000; Full time

Job summary

Kotak Mahindra Bank is seeking a proactive and detail-oriented professional to join the WBG Operations team at the Customer Service Desk. The role emphasizes RTGS/NEFT transactions, fund transfers, and tax payments, with a strong focus on accuracy and client servicing.

Proficiency in Excel and clear communication are essential to support daily tasks, track statuses, and ensure compliance with internal policies and regulatory guidelines.

Qualifications

• Hands-on experience in banking operations and customer servicing.
• Experience with RTGS/NEFT transactions and fund transfers.
• Proficiency in Excel for daily operational tasks and reporting.
• Strong communication skills and a customer-centric approach.

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

Communication

Attention to detail

Banking operations

RTGS/NEFT handling

Tools

Excel

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.