Phone Banking Outbound Officer will be responsible making sales calls of various business campaigns, generate leads and follow up with concerned business SPOC’s for conversion of the leads generated. Outbound Officer will also be responsible for making service calls related to various campaigns and capture information as per requirement.
SIZE OF THE ROLE
FINANCIAL SIZE
NON-FINANCIAL SIZE
Value generation of 4 to 20 Lacks per month basis employee tenure
100 to 150 calls handled per day basis employee tenure
200 to 300 quality leads generated per month basis employee tenure
Coordinate with Branches/Business SPOC’s for leads generated/conversions
KEY DUTIES & RESPONSIBILITIES OF THE ROLE
Business/ Financials
Adhere to all Service and Business metrics set for the unit
Inform and suggest new banking products to customers
Take leads/referrals for new bank accounts according to laid down rules and guidelines
Participate in marketing and awareness campaigns being executed through the phone banking channel to create an enlarged customer base
Ensure to dial 100 to 150 calls per day
Responsible for follow up and conversion of leads
Ensure constant monitoring of peer staff to ensure ‘Zero’ instances of mis selling
Provide continual evaluation of processes and procedures
Responsible for suggesting methods to improve area operations, efficiency and service to both internal and external customers
Customer (Both Internal & External)
Consult customers on right products basis their financial needs
Provide splendid customer services to customers in a friendly and courteous manner at all times
Have sufficient knowledge about the banking products and services to respond to all customer inquiries accordingly
Improve custome
📌 Officer-Outbound Phone Banking (India)
🏢 Ujjivan Small Finance Bank
📍 India
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