Operations Team Member_WBG Operations Ops -Customer Service Desk_Mumbai

Kotak Mahindra Bank; Ambernath; On-site; INR 350,000 - 500,000; Full time

Job summary

Kotak Mahindra Bank is seeking a proactive professional to join the WBG Operations team at the Customer Service Desk, handling RTGS/NEFT transactions, fund transfers, and tax payments. The role requires strong communication skills and a customer-centric approach with proficiency in Excel to support daily operations.

You will provide timely support to customers and internal teams, ensure regulatory compliance, and maintain accurate transaction records while coordinating with other departments to

Qualifications

• Hands-on experience in banking operations, RTGS/NEFT transactions, fund transfers, and tax payments.
• Proficient in Excel to support daily tasks and client servicing.
• Strong communication skills with a customer-centric approach.
• Attention to detail and adherence to policies and regulations.

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

Banking operations

Customer service

Excel proficiency

Tools

Banking systems

RTGS/NEFT platforms

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.