Job title: Phone Banking Officer About the Position The Phone Banking Officer is responsible for delivering high-quality customer service through telephonic communication, ensuring adherence to accuracy and regulatory standards. The role involves engaging with customers to meet their banking needs while providing them with relevant product information and assistance. Accountabilities - Handle inbound and outbound calls with customers to resolve inquiries pertaining to banking services.

- Promote and sell banking products to customers over the phone, ensuring compliance with regulatory requirements.
- Maintain accurate records of customer interactions and transactions in accordance with internal policies.
- Assess customer needs and provide appropriate solutions, thereby enhancing customer satisfaction.
- Collaborate with various departments to ensure prompt resolution of customer issues.
- Stay informed about bank products, services,



and promotions to effectively communicate options to customers.

Skills and Experience Required - Proven experience in phone banking or tele sales within the financial services sector.

- Solid communication skills, both verbal and written, enabling effective interaction with customers.
- Familiarity with sales techniques and a solid understanding of banking products.
- Attention to detail and commitment to maintaining high standards of accuracy in customer service delivery.
- Proficiency in using computer systems and CRM software to record transactions and manage customer information. Applications will be assessed against the stated requirements.

Industry

NBFC ( Non Banking Financial Services )

Department

Sales / BD

📌 Phone Banking Officer (Navi Mumbai)
🏢 Finbros Capital Advisory Private
📍 Navi Mumbai