Operations Team Member-WBG OPERATIONS (OPS)-Customer Service Desk – Kotak Mahindra – Full Job Description

Company: Kotak Mahindra
Location: Delhi, Delhi
Job Type: Full-time
Salary: Full-time

Job Description – Customer Service Desk

Summary – CFO Center BU – Customer Service Desk

Job Role:

• 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.

Job Requirement:

• Qualification – Graduate / Post-Graduate
• Experience – 1 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.

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