Operations Team Member

2 days ago


Surat, Gujarat, India Kotak Mahindra Bank Full time ₹ 1,20,000 - ₹ 1,80,000 per year

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

Job Description – Customer Service Desk

Summary – CFO Center

BU – Customer Service Desk

Job Description

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 – 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.

Experience LevelMid Level

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