Operations Team Member_WBG Operations Ops -Customer Service Desk_New Delhi

Kotak Mahindra Bank; India; Presencial; INR 350.000 - 550.000; Jornada completa

Descripción de la vacante

Kotak Mahindra Bank is seeking a proactive operations professional to join the Customer Service Desk in India. The role emphasizes hands-on banking operations, especially RTGS/NEFT transactions, fund transfers, and tax payments, with strong communication and customer service skills.

The candidate will maintain accurate transaction records, support internal teams, and ensure compliance with policies while using Excel for reporting and efficiency improvements.

Formación

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

Responsabilidades

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

Conocimientos

Banking operations

RTGS/NEFT

Customer service

Excel proficient

Regulatory compliance

Herramientas

Excel

Descripción del empleo

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.