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

Applications are closed

  • Job
    Full-time
    Junior Level
  • Customer Relations
    Banking & Finance

Requirements

  • •Qualification – Graduate / Post-Graduate
  • •Experience – 2 one year of relevant experience
  • Should be familiar with Trade Finance and CMS products. CMS – Chq collections (local, outstation, corr banks), Banker to Issue Operations.

Responsibilities

  • 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

FAQs

What is the primary role of the Operations Team Member in the Customer Service Desk?

The primary role is to handle day-to-day trade transactions, understand client requirements, coordinate with various business groups within the bank, and ensure timely and error-free execution of trade transactions.

What qualifications are required for this position?

A graduate or post-graduate degree is required for this position.

How much experience is needed to apply for this role?

A minimum of one year of relevant experience is required.

What specific knowledge is essential for candidates applying for this position?

Candidates should be familiar with Trade Finance and Cash Management Services (CMS) products, including cheque collections (local, outstation, and correspondent banks) and banker issuance operations.

What are some key responsibilities of this role?

Key responsibilities include handling trade transactions, coordinating with clients and internal teams, ensuring compliance with internal guidelines, and issuing letters of credit.

Is there a focus on customer interaction in this position?

Yes, there is a focus on attending to the front-end requirements of corporate customers and ensuring their queries are resolved in a timely manner.

What does TAT stand for in the context of this job role?

TAT stands for Turnaround Time, which refers to the time taken to deliver services or process transactions as agreed upon.

Are there any specific tasks related to document handling in this role?

Yes, this role includes the initial scrutiny of documents related to trade before sending them to the Central Processing Center (CPC) for further processing.

How does this role interact with other departments within the bank?

The Operations Team Member will coordinate with departments such as CPC, Cash Management Services (CMS), and Clearing to meet customer requirements and ensure smooth operations.

Finance
Industry
10,001+
Employees

Mission & Purpose

Kotak Mahindra Bank is a leading Indian financial services conglomerate that offers a wide range of banking and financial products, including personal, corporate, and investment banking services. They provide solutions such as loans, savings accounts, insurance, asset management, and wealth management. Kotak Mahindra Bank’s ultimate mission is to drive growth by delivering innovative and customer-centric financial services while maintaining the highest standards of integrity and professionalism. Their purpose is to empower individuals, businesses, and institutions by offering tailored financial solutions that enhance their financial well-being and support economic progress.

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