- Servicing the customers of the Bank. Ensuring the highest levels of service to the prospective as well as existing customers.

- Ensuring timely and accurate CBS operations for different products and services for customers.

- Ensuring smooth transactions like cash deposits / withdrawals, branch banking operations for different instruments, housekeeping, booking, Closing and likewise.

- Profiling customers and providing financial products to meet customer needs.

- Providing Financial Planning & Investment Advice.

- Achieving the business targets assigned in terms of cross selling with focus on existing customers and walk-ins, enhancing and upgrading the customer experience. Cross selling Lead generation / basic enquiry, liaising with Branch Head & product teams to offer right business solutions to the customer.

- Strong in business development skills to build & manage the business.

- Managing and enhancing the existing commercial portfolio and solicit acceptable new relationships in order to meet the pre-set financial and non-financial objectives.





- Maintaining a keen understanding of industry trends impacting clients and making appropriate recommendations as per communication strategy surrounding them.

- Ensuring timely share of internal communications received through mails from Administrative Offices / Supervisors.

- Provide administrative assistance at the branch including for proper housekeeping and organizing the branch.

- Ensuring coordination for all Audit / Inspection / Vigilance and control processes at Branch.

- Ensuring efficiency as per the standards in adherence to all the Processes and Policies of the Bank.

- Coordinating all public relations activities.

- Any other activity as assigned from time to time to enhance the Branch / Banks positioning and profitability.

EDUCATIONAL QUALIFICATIONS

Bachelor Degree in any specialisation.

RELEVANT JOB EXPERIENCE

- Minimum 1 year of relevant experience in BFSI sector, preferably Banking Operations experience. (Freshers may apply)

SKILLS & COMPETENCIES

- Basic computer, communication & Presentation skills

- Valuable skills of excel.

- Banking knowledge- candidates with basic knowledge of branch banking business and operations will be preferable.

📌 Customer Service Officer (Chandigarh)
🏢 Utkarsh Small Finance Bank
📍 Chandigarh