- Greet and assist customers who visit the area office.
- Address customer queries and concerns related to services.
- Provide accurate and timely information regarding loan account statuses, NOC, RC, Refund, E-mandate and other necessary services.
- Resolve customer complaints and issues in a qualified and timely manner.
- Conduct follow-up calls or meetings to ensure customer satisfaction and resolve any outstanding issues.
- Maintain a thorough understanding of the companys products and services.
- Educate customers about self-service features/channels, benefits, etc.
- Maintain customer visit records in CRM with purpose of visit and resolution details.
- Adhere to company policies, procedures, and regulatory requirements.
- Prepare regular reports on customer interactions, transaction volumes, and feedback.
- Work closely with Sales, Collection and other CFT members and departments to ensure seamless customer experience delivery.
- Provide feedback to management on customer trends and potential areas for improvement.
- Should check the Cross sell & Insta card eligibility of customers and probe for customer interest to capture leads to contribute to Revenue generation