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Finance Operations

Operations Team Member – WBG Operations (Ops)

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

Kotak Mahindra BankBank / NBFC

✓ Verified at sourcePosted 5d ago
Location
Mumbai, Maharashtra
Experience
Not stated
Type
Full-time
Work mode
Not stated
Qualification
Not stated
Salary
Not disclosed by employer

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

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 12 Nov 2026.

What you'll do

  • 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.
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.

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Apply on Kotak Mahindra Bank's site ↗