- 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.
- 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
📌 Team Member-WBG OPERATIONS (OPS)-Customer Service Desk (Mumbai)
🏢 Kotak Mahindra Bank
📍 Mumbai
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