Officer

2 weeks ago


India Ujjivan Small Finance Bank Full time

**Officer-Video Banking**:
Corporate 1100-Corporate Office, Bangalore, Karnataka, India
- Department- CORPORATE PHONE BANKING- Job posted on- Aug 16, 2023- Employee Type- Permanent- Experience range (Years)- 0 - N.A.**I.**
**ROLE PURPOSE & OBJECTIVE**
- Responsible for carrying out customer identification process through video calls and adhering to Know your Customer (KYC) standards as per regulatory guidelines_

**II.**
**SIZE OF THE ROLE**

**FINANCIAL SIZE**

**NON-FINANCIAL SIZE**
- _NA_
- _NA_

**III.**
**KEY DUTIES & RESPONSIBILITIES OF THE ROLE**

**1.** **Business/ Financials**
- Handle video calls of the customers to complete full KYC
- Verify the details submitted by the customers while opening the account and documents submitted are matching
- Ensure KYC is completed by the right party only
- Should maintain good relationship with the customers throughout the KYC process
- Sales across all product segments

**2.** **Customer (Both Internal & External)**
- Call handling as per defined standards
- Give correct and complete information on the products pitched to customers
- Ensure follow up is done on time in case customers’ requests for call back
- Responsible for quality communication and customer servicing within laid down productivity and service benchmarks
- Adherence to information security and quality process norms
- To be aware of and comply with any updates about the process

**3.** **Internal Process**
- Achieve quality benchmarks defined from time to time
- Ensure all laid down system and process are followed
- Ensure accurate and timely submission of reports & requests
- Adherence to set processes of updating customer interactions in CRM next

**4.** **Innovation & Learning**
- Ensure adherence to training man-days/ mandatory training programs for self
- Continuously update skills by participating in professional trainings, attend courses as instructed by management and be willing to contribute acquired knowledge to the development of the bank


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