Operations Team Member_WBG Operations Ops -Customer Service Desk_New Delhi

Kotak Mahindra Bank; New Delhi; 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 Delhi. The role centers on RTGS/NEFT processing, fund transfers, and tax payments with strong Excel support for daily operations.

The ideal candidate will combine banking operations experience with a customer-centric approach and a focus on compliance. This on-site position supports audits and process improvements to enhance service delivery.

Qualifications

• Experience in bank operations with RTGS/NEFT handling and fund transfers.
• Proficient in Excel for reporting and data entry.
• Strong customer service mindset with attention to detail.

Responsibilities

• Handle and process RTGS, NEFT, fund transfers and tax payments accurately 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 and update transaction records and reports using Excel and banking systems.
• Collaborate with departments to resolve discrepancies or escalations on customer transactions.
• Monitor transaction queues and ensure timely execution of payment instructions.
• Assist in audits and internal reviews with required documentation.
• Identify areas for process improvement to enhance service delivery.

Skills

RTGS/NEFT processing

Excel proficiency

Customer service

Regulatory compliance

Transaction monitoring

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.