Operations Team Member_WBG Operations Ops -Customer Service Desk_Navi Mumbai

Kotak Mahindra Bank; Navi Mumbai; On-site; INR 350,000 - 480,000; Full time

Job summary

Kotak Mahindra Bank in Navi Mumbai is seeking a proactive professional for the Customer Service Desk. The role focuses on RTGS/NEFT transactions, fund transfers, and tax payments, with hands-on banking operations and strong Excel support for daily tasks.

You will handle processing, respond to customer inquiries, ensure compliance, maintain records, and collaborate across departments to resolve issues while seeking opportunities to improve processes.

Qualifications

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

Responsibilities

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

Skills

Banking operations

Customer service

Communication

Excel proficiency

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.