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Operations Team Member - WBG OPERATIONS (OPS)

Kotak Mahindra Bank

Full time On-site
Experience
Freshers
Location
Gurgaon
Work mode
On-site
Posted 28 days ago

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Role at a glance

You will
  • 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.
Experience
Freshers
Education
Bachelor's degree
Must-have skills
MS Office

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Job description

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.

Handle front desk activities for Trade Finance operations.
Coordinate with internal teams and customers for trade-related documentation.
Verify and maintain records of import/export documents.
Support processing of Letters of Credit (LC), Bank Guarantees (BG), and other trade finance transactions.
Track transaction status and ensure timely updates to stakeholders.
Prepare MIS reports and maintain operational records.
Assist in resolving customer queries and follow up on pending items.
Ensure compliance with bank policies and regulatory requirements.
Eligibility:
Graduate in Commerce, Finance, Banking, Economics, or related discipline.
Freshers can apply.
Good communication and interpersonal skills.
Basic knowledge of Trade Finance concepts will be an added advantage.
Proficiency in MS Excel and MS Office.

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.

Key skills

Required

MS Office

Soft skills

Communication

Job market insights

94active MS Office jobs in Gurgaon
1,188 more open jobs at Kotak Mahindra Bank

Most Accounting & Finance Jobs posts in Gurgaon ask for 3–6 years of experience (43% of 119 that say).

Hiring most for Accounting & Finance Jobs in Gurgaon

  • BSR & Co34 open jobs
  • Accenture7 open jobs
  • Careers at KKR7 open jobs

Jobs asking for MS Office in Gurgaon also ask for

  • MS PowerPoint29%
  • Project Management13%

From live job posts on CoreHRx, updated 6 Nov 2026. Skill figures count posts that list their skills; salary figures only posts that show a salary.

Questions about this job

Where is this job based?

In Gurgaon (on-site).

What kind of job is this?

It is a full time job.

Preparing for an accountant, accounts executive or finance analyst interview in India? This guide lists the accounting, GST and TDS questions asked most often, sample answers, the Excel test you may get, and how freshers (B.Com, M.Com, CA Inter) and experienced candidates should prepare.

Questions you may be asked

  1. What are the golden rules of accounting?
  2. How do you prepare a bank reconciliation statement?
  3. What is input tax credit under GST?
  4. What is the difference between GSTR-1 and GSTR-3B?

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