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

🗓 Posted on: April 7, 2025 | 📁 Category: BPO | 📍 Location: India

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

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.

Experience:

  • 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

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