Operations Team Member_WBG Operations (Ops)-Customer Service Desk_Ahmedabad

Kotak Mahindra Bank Ltd; Ahmedabad District; On-site; INR 300,000 - 540,000; Full time

Job summary

Kotak Mahindra Bank Ltd is seeking a proactive professional for the WBG Operations Customer Service Desk in India. The role emphasizes hands-on banking operations, including RTGS/NEFT, fund transfers, and tax payments, with a focus on accuracy and customer care.

Strong Excel skills and clear communication are required to support daily tasks and client servicing. The ideal candidate will coordinate with branches and back-office teams, ensure compliance with regulatory guidelines, and continuously

Qualifications

• Hands-on experience in banking operations including RTGS/NEFT
• Experience with fund transfers and tax payments
• Ability to support transaction processing and respond to inquiries

Responsibilities

• Handle and process RTGS, NEFT, fund transfers, and tax payments at branch/mid-office/front office levels.
• Provide prompt, accurate support to customers and internal teams regarding transaction status and issues.
• Ensure compliance with internal policies and regulatory guidelines during processing.
• Maintain and update transaction records using Excel and banking systems.
• Collaborate with other departments to resolve discrepancies or escalations.
• Monitor transaction queues and ensure timely execution of payment instructions.
• Assist in audits by providing documentation and reports.
• Identify areas for process improvement to enhance service delivery.

Skills

Excel

Banking operations

RTGS/NEFT

Fund transfers

Tax payments

Customer service

Communication

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.