- Responsiblefor carrying out customer identification process through videocalls and adhering to Know your Customer (KYC) standards as perregulatory guidelines
- Receiveand respond to customer service account inquiries on accountbalances and transaction
- Responsiblefor handling any inquiries and resolving customer complaints.
- Promotebanks products and services over video calls.
- Identifycustomer needs refer customers to appropriate bankingservices
- Adaptto work in different LOBs within phone Banking
SIZEOF THE ROLE
FINANCIALSIZE
NON-FINANCIALSIZE
- Revenuegeneration of 4 to 12 Lacks per month basis employee tenure
- 45to 70 calls handled per day basis employee tenure
- 50to 75 leads generated per month basis employee tenure
KEYDUTIES RESPONSIBILITIES OF THE ROLE
Business/Financials
- Handlevideo calls of the customers to complete full KYC
- Verifythe details submitted by the customers while opening the accountand documents submitted are according to the guidelines of theBanking norms
- Shouldmaintain good relationship with the customers throughout the KYCprocess
- Generaterevenue through sales across all product segments
- Adhereto all Service and Business metrics set for the unit
- Ensureto pick up 70+ calls per day
- Responsiblefor suggesting methods to improve area operations,
efficiency andservice to both internal and external customers
Customer(Both Internal External)
- Callhandling as per defined SOPs.
- Givecorrect and complete information on the products pitched tocustomers
- Ensurefollow up is done on time in case customersrequests forcall back
- Responsiblefor quality communication and customer servicing within laid downproductivity and service benchmarks
- Adherenceto information security and quality process norms
- Tobe aware of and comply with any updates about the process
- Handlecustomers query, request and complaint by providing customersatisfaction.
InternalProcess
- Achievequality benchmarks defined from time to time
- Ensureall laid down system and process are followed
- Ensureaccurate and timely submission of reports requests
- Adherenceto set processes of updating customer interactions in CRM next
- Allthe Video calls must be initiated and recorded on Workapps.
InnovationLearning
- Ensureadherence to training man-days/ mandatory training programs forself
- Continuouslyupdate skills by participating in professional trainings, attendcourses as instructed by management and be willing to contributeacquired knowledge to the development of the bank
MINIMUMREQUIREMENTS OF KNOWLEDGE SKILLS
Educational
Qualifications
- Graduatein any discipline
Experience(Years and Core Experience Type)
- 2+years of experience; fresher can be considered if they possessthe required educational qualifications and aptitude.
Certifications
- NA
📌 Officer-Video Banking (Bengaluru)
🏢 Ujjivan Small Finance Bank
📍 Bengaluru
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.