Operations Team Member - support Services - operations 360

Team Member – Trade Advisory Desk

The role involves proficiency in handling MS Excel, experience in managing multiple Trade Finance products along with capital account transactions, and a strong team player with good knowledge of trade product regulations and processes. The candidate should possess excellent communication skills, both oral and written, and be able to respond professionally to stakeholder queries. They should also be quick learners, capable of understanding NDI Rules and Master Direction provisions, and maintain professional inter-team communication and coordination.

The candidate should have the skill set to handle the following:

• Scrutiny and reporting FDI applications received through FIRMS portal such as FC-GPR, FC-TRS, LLP1, LLP2, DI, InVi, CN, ESOP and DR etc.
• Where necessary guide the customers on discrepancy resolution related to FIRMS reporting.
• Periodical reconciliation of RBI reporting with system generated remittance and other reports.
• Daily monitoring of FIRMS portal for pending authorizations and processing the same, adhering to TAT.
• Follow-up on pending FDI reporting.
• Attending to RBI queries related to capital account transactions, tracking pending responses to RBI queries.
• Supplying data, MIS, documents for internal, concurrent and external auditors, RBI audit, compliance and process audit etc.
• Maintaining product trackers, remittance database, LSF related follow-up, tracking RBI mails for timely response.
• Charges recovery and related special charges data maintenance, reconciliation of receivables, data for GST returns etc.
• MIS maintenance and circulating MIS to internal teams as per requirements.
• Maintaining strict TAT terms, efficient first time right services to internal and external customers. Should be ready to walk the extra mile in delivering services.

Job Identification: 220458

Job Category: KMBL

Posting Date: 11/19/2025, 06:20 AM

Apply Before: 12/19/2025, 06:20 AM

Degree Level: Bachelor's Degree

Job Schedule: Full time

Locations: Kotak Infiniti, Building No. 21, Mumbai, Maharashtra, 400097, IN