Skip to content
FitRole
FitRole

Finance Operations

Operations Team Member – WBG Operations (Ops)

Title as posted: Operations Team Member_WBG Operations (Ops)-Trade Finance Operations_Thane

Kotak Mahindra BankBank / NBFC

✓ Verified at sourceEmployer's official careers page·Checked earlier today·Posted 12h agoOriginal ↗
Location
Mumbai, Maharashtra
Type
Full-time

Not stated by the employer: experience, work mode, qualification, salary.

This role keeps day-to-day trade transactions moving within the Wholesale Banking Group's Trade Finance Operations team, from client requirements through to timely, error-free execution.

About this role

Operations Team Member – WBG Operations (Ops) is a full-time Finance Operations (P2P, O2C, R2R) role at Kotak Mahindra Bank, a bank / NBFC, based in Mumbai. FitRole found it on the employer's own careers site or job board and last confirmed it was live on 15 Nov 2026.

What you'll do

  • Take on day-to-day trade transactions and build a clear picture of what each client needs.
  • Work with CPC on transaction processing and discrepancy resolution, and with other bank business groups for operational support.
  • Keep execution error-free and within agreed turnaround times, following compliance and internal operating guidelines.
  • Issue Letters of Credit, scrutinise trade documents before they go to CPC, and handle front-end requests from corporate customers.
Full job description as posted

We are seeking a dynamic and detail-oriented professional to join our Trade Finance Operations team within the Wholesale Banking Group. The ideal candidate will be responsible for handling day-to-day trade transactions, coordinating with internal and external stakeholders, and ensuring timely and error-free execution of trade-related services.

Responsibilities

Handle day-to-day trade transactions and understand client requirements.

Coordinate with CPC for transaction processing and discrepancy resolution.

Liaise with various business groups within the bank for operational support.

Ensure error-free and timely execution of trade transactions.

Adhere to compliance and internal operational guidelines.

Coordinate with clients and correspondent banks to resolve queries raised by Trade Finance/CMS Operations.

Issue Letters of Credit and ensure proper documentation.

Conduct initial scrutiny of trade documents before forwarding to CPC for processing.

Attend to front-end requirements of corporate customers.

Coordinate with CPC, CMS, and Clearing teams to ensure timely delivery of customer requirements.

Ensure all transactions are processed within agreed turnaround times (TAT).

Maintain familiarity with Trade Finance and CMS products.

How to apply

You apply on Kotak Mahindra Bank's own careers page. FitRole never forwards your CV and never asks for fees.

Similar verified roles

See all AP / AR / R2R jobs in Mumbai →