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

Kotak Mahindra Bank Ltd; Mumbai; On-site; INR 300,000 - 600,000; Full time

Job summary

Kotak Mahindra Bank Ltd. seeks a proactive and detail-oriented professional to join its WBG Operations team at the Customer Service Desk.

The role focuses on banking operations, including RTGS/NEFT, fund transfers, and tax payments, with strong Excel support for daily tasks. You will handle processing at various levels, provide timely updates to customers and internal teams, ensure compliance with policies, maintain records in Excel and banking systems, and collaborate across departments to

Qualifications

• Hands-on experience in banking operations including RTGS/NEFT, fund transfers and tax payments.

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

Customer service

Communication skills

Attention to detail

Excel

Banking operations

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.