Operations Team Member-WBG OPERATIONS OPS -Customer Service Desk

Kotak Mahindra Bank; Vadodara; On-site; INR 400,000 - 500,000; Full time

Job summary

Kotak Mahindra Bank is seeking a proactive professional for our WBG Operations Customer Service Desk. The role centers on processing RTGS/NEFT transactions, fund transfers, tax payments, and maintaining accurate records using Excel.

Strong communication and a customer-centric mindset are essential to deliver smooth transactional support. This position emphasizes compliance with banking policies and collaboration across departments to resolve transaction issues and sustain efficient service

Qualifications

• Hands-on experience in banking operations, including RTGS/NEFT, fund transfers and tax payments.
• Strong communication and customer-centric approach.
• Proficiency in Excel to support daily tasks and reporting.

Responsibilities

• Handle RTGS, NEFT, fund transfers and tax payments at branch/mid-office/front-office levels.
• Provide prompt support to customers and internal teams on transaction status and issues.
• Ensure compliance with internal policies and regulatory guidelines during processing.
• Maintain transaction records and reports using Excel and internal systems.
• Collaborate with departments to resolve discrepancies or escalations.

Skills

RTGS/NEFT processing

Excel proficiency

Banking operations

Tools

Banking systems

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.