Team Member-WBG OPERATIONS (OPS)-Customer Service Desk

Kotak Mahindra Bank; Mumbai; On-site; INR 500,000 - 800,000; Full time

Job summary

Kotak Mahindra Bank in Mumbai is looking for a candidate to manage trade transactions, ensuring timely execution and compliance with internal guidelines. The ideal candidate will be customer-centric and possess excellent communication skills.

A minimum of 3-5 years of relevant banking experience in Trade/CMS operations is required. The role involves coordination with various business groups and clients to handle inquiries effectively.

Qualifications

• 3-5 years of relevant banking experience in Trade/CMS operations.
• Minimum one year of relevant experience required.
• Should be familiar with CMS products including Chq collections.

Responsibilities

• Handle day-to-day trade transactions and client requirements.
• Co-ordinate with CPC for transaction processing and discrepancies.
• Ensure compliance with internal guidelines.

Skills

Customer centricity

Excellent communication skills

Familiarity with Trade Finance products

Education

Graduate/Post-Graduate

Job description

• To handle day to day trade transactions, understanding client requirements,
• Co-ordination with cpc for transaction processing and discrepancy resolution,
• Dealing and co-ordinating with various business groups within the bank,
• Ensuring error-free and timely execution of trade transactions.
• Ensuring compliance and internal guidelines are being adhered to
• Co-ordinating with clients /Corr Banks for getting the queries raised by Trade Finance / CMS
• Operations resolved in a timely manner.
• Issuance of Letter of credit.
• Initial scrutiny of documents for Trade before sending the documents to CPC for further processing.
• Attending to front-end requirements of corporate customers.
• To co-ordinate with CPC / CMS / Clearing for all requirements of the customer and ensure that all deliverables are delivered / transactions processed as per the agreed TAT.
• Should be familiar with Trade Finance and CMS products. CMS – Chq collections (local, outstation, corr banks), Banker to Issue Operations.
• Should have about 3-5 years of relevant banking experience in Trade / CMS operations.
• Should be extremely customer centric and have excellent communication skills
• Qualification – Graduate / Post-Graduate
• Experience – Minimum one year of relevant experience