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

Kotak Mahindra


Date: 1 week ago
City: Ludhiana, Punjab
Contract type: Full time

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.



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