ROLEPURPOSE OBJECTIVE
- 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 valuable 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 proce
📌 Officer-Video Banking (Bengaluru)
🏢 Ujjivan Small Finance Bank
📍 Bengaluru
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