Customer Relationship Officer
1 week ago
- Ensure that customer information is communicated to the respective customer only
- Ensure that upon written request and verification of the signature the account information is provided
- Ensure that the customer query are attended to and resolved in an efficient manner and within stipulated Turn Around Time (TAT)
- Recording complaints as per the specified process
- Ensure that complaints are resolved quickly and avoid the situation where it may get escalated
- Improve customer communication on closures through scripts & mails
- Preventive complaint management
- Asking for feedback from customers, who may not be complaining
- Understand and comply with requirements of all relevant policies of the bank including full compliance with Know Your Customer (KYC) and Anti Money Laundering (AML) requirements
- Ensure that customer contact details are updated
- PAN
- Address, Phone and email
- Any other pending documents/information are to be updated
- Ensure that correct product information is disseminated
- Responsibility of processing customer instructions within the said TAT
Ensure that the schedule of fees and services are followed and ensuring no revenue leakage to the Bank
To handle balance enquiries/ brief transaction queries/ statement or balance confirmation certificate issuance to customers (however to ensure customers are migrated to DBC)
- To process stop payment
- Passbook printing as and when required
- Ensure NTB lead generation as per productivity targets provided by the Bank
Deepening of mapped customer portfolio as per benchmarks provided by the Bank.
Preferred candidate profile
- Minimum a Bachelor's degree
- Basic banking product knowledge will be essential
- Those having previous work experience may be preferred
- Strong listening skills and patience to work with customers and understand their needs
- Ability to demonstrate positive attitude, adaptability, flexibility and punctuality
- Highly professional and positive attitude and ability to deliver customer-focused service
- Should be good team player with proper interpersonal skills
- Should possess sales and influencing skills
- Good communication skill in Hindi, English and a local language
- Knowledge of competition will be an advantage
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