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

Kotak Mahindra Bank Ltd; Jaipur; On-site; INR 300,000 - 450,000; Full time

Job summary

Kotak Mahindra Bank Ltd. seeks a proactive and detail-oriented professional for the WBG Operations Customer Service Desk in Jaipur.

The role emphasizes hands-on banking operations, especially RTGS/NEFT, fund transfers, and tax payments, with strong communication and Excel skills to support daily tasks. The position requires coordinating with branch and back-office teams, maintaining accurate records, and ensuring adherence to regulatory guidelines.

Qualifications

• Hands-on experience in banking operations, especially RTGS/NEFT transactions, fund transfers, and tax payments.
• Strong communication skills and customer-centric approach.
• Proficient 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.

Skills

RTGS/NEFT transactions

Fund transfers

Tax payments

Excel

Customer service

Communication skills

Regulatory compliance

Internal banking systems

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.