Operations Team Member_WBG Operations Ops -Customer Service Desk_Mumbai

Kotak Mahindra Bank; Mumbai; On-site; INR 300,000 - 420,000; Full time

Job summary

Kotak Mahindra Bank is seeking a proactive operations professional for the Customer Service Desk in Mumbai. The role centers on RTGS/NEFT transactions, fund transfers, and tax payments, with emphasis on accuracy, compliance, and customer support.

The successful candidate will support daily banking operations, maintain records in Excel, and collaborate across departments to resolve issues and improve service delivery.

Qualifications

• Hands-on experience in banking operations with focus on RTGS/NEFT, fund transfers and tax payments.
• Strong communication and a customer-centric approach, with proficiency in Excel to support operations.

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

Excel proficiency

Customer service

Attention to detail

RTGS/NEFT knowledge

Tools

Excel

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.