Officer-Outbound Phone Banking

1 week ago


Bengaluru, Karnataka, India Ujjivan Small Finance Bank Full time ₹ 5,00,000 - ₹ 10,00,000 per year

ROLE PURPOSE & OBJECTIVE

Phone Banking Outbound Officer will be responsible making sales calls of various business campaigns, generate leads and follow up with concerned business SPOCs for conversion of the leads generated. Outbound Officer will also be responsible for making service calls related to various campaigns and capture information as per requirement.

SIZE OF THE ROLE

FINANCIAL SIZE

NON-FINANCIAL SIZE

  • Value generation of 4 to 20 Lacks per month basis employee tenure

  • 100 to 150 calls handled per day basis employee tenure

  • 200 to 300 quality leads generated per month basis employee tenure
  • Coordinate with Branches/Business SPOCs for leads generated/conversions

KEY DUTIES & RESPONSIBILITIES OF THE ROLE

Business/ Financials

  • Adhere to all Service and Business metrics set for the unit
  • Inform and suggest new banking products to customers
  • Take leads/referrals for new bank accounts according to laid down rules and guidelines
  • Participate in marketing and awareness campaigns being executed through the phone banking channel to create an enlarged customer base
  • Ensure to dial 100 to 150 calls per day
  • Responsible for follow up and conversion of leads
  • Ensure constant monitoring of peer staff to ensure Zero instances of mis selling
  • Provide continual evaluation of processes and procedures
  • Responsible for suggesting methods to improve area operations, efficiency and service to both internal and external customers

Customer (Both Internal & External)

  • Consult customers on right products basis their financial needs
  • Provide splendid customer services to customers in a friendly and courteous manner at all times
  • Have sufficient knowledge about the banking products and services to respond to all customer inquiries accordingly
  • Improve customers banking experience with the bank by ensuring that the customers are attended to promptly and all their challenges are resolved without delay
  • Inform and educate customers on alternative/ digital channels of bank such as ATMs/ BCs / Internet & Mobile Banking
  • Suggest effective ways through which the bank can promote its products and services and increase customer satisfaction
  • Establish and promote cordial relationship with customers, ensuring prompt attendance to their inquiries and solving their problems to grant them maximum satisfaction
  • Ensure that customers confidential information is properly protected and only used for official purposes
  • Be involved in performing some financial related and marketing transactions
  • Channel complex customer complaints and challenges to the right departments for effective resolution

Internal Process

  • Ensure defined number of calls are handled and defined metrics are maintained
  • Ensure that all the banks policies and procedures, code of conduct and regulatory guidelines are strictly complied with in the process of discharging duties
  • Ensure all calls/leads are tagged/captured accurately in CRM/LMS/Excel
  • Help all other members of staff in other departments of the bank by liaising with them through healthy interactions
  • Handle small projects

Innovation & Learning

  • Ensure adherence to training man-days/ mandatory training programs for self
  • Ensure goal-setting, mid-year review and annual appraisal process within specified timelines 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.
  • Mentor junior staff

MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS

Educational Qualifications

  • Graduate in any discipline and Undergrads with 2 years and above experience in Banking/Financial institute/NBFC/BPO/Customer service and sales.

Experience (Years and Core Experience Type)

  • 0 to 2 years of experience in relevant field

Functional Skills

  • Relationship Management
  • Customer Relationship


  • Bengaluru, Karnataka, India Ujjivan Small Finance Bank Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    ROLE PURPOSE & OBJECTIVEPhone Banking Outbound Officer will be responsible making sales calls of various business campaigns, generate leads and follow up with concerned business SPOCs for conversion of the leads generated. Outbound Officer will also be responsible for making service calls related to various campaigns and capture information as per...


  • Bengaluru, Karnataka, India Ujjivan Small Finance Bank Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    ROLE PURPOSE & OBJECTIVEReceive and respond to customer service account inquiries on account balances, transactionResponsible for handling any inquiries and resolving customer complaints.Promote banks products and services over calls.Identify customer needs & refer customers to appropriate banking servicesHelp to avoid loss of customers and negative...


  • Bengaluru, Karnataka, India Ujjivan Small Finance Bank Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    ROLE PURPOSE & OBJECTIVEShould devise an overall or individualized training and development plan, strategize, oversee its implementation and assess outcomes.Identify training and developmental needs and drive suitable training initiatives, propose solutions and enhance process and project development.Engage with all necessary stake holders and cross...


  • Bengaluru, Karnataka, India ANZ Banking Group Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Senior Fulfilment Officer About Us At ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers. About the Role As an Sr. Banking Operation Analyst, you need to perform a variety of post assessment tasks and processes, such as perform...


  • Bengaluru, Karnataka, India The Job Factory Full time ₹ 4,00,000 - ₹ 6,00,000 per year

    Dear All,Greetings from The Job Factory.....Opening for Phone Banking Process , UK Rotational Shift , Fresher - Sal 4LJob Summary:We are seeking highly motivated and enthusiastic undergraduate or graduate freshers/ experience to join our team as International Process Associates. The successful candidates will work on international processes, providing...


  • Bengaluru, Karnataka, India Global Serve Solutions Full time ₹ 3,00,000 - ₹ 6,00,000 per year

    3+ years of banking Voice experience ot 4+ years of any Voice experience is a must.Rotational week offRotational shiftExcellent Communication in English is a must.Cab is available Call , , Required Candidate profileCTC 3L to 6L based on the experience.Work from office

  • Sales Officer

    14 hours ago


    Bengaluru, Karnataka, India Ujjivan Small Finance Bank Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Phone Banking Outbound Officer will be responsible making sales calls of various business campaigns, generate leads and follow up with concerned business SPOCs for conversion of the leads generated. Outbound Officer will also be responsible for making service calls related to various campaigns and capture information as per requirement.Insurance...

  • SMB Outbound SDR

    14 hours ago


    Bengaluru, Karnataka, India Rippling Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    About RipplingRippling gives businesses one place to run HR, IT, and Finance. It brings together all of the workforce systems that are normally scattered across a company, like payroll, expenses, benefits, and computers. For the first time ever, you can manage and automate every part of the employee lifecycle in a single system.Take onboarding, for example....


  • Bengaluru, Karnataka, India ANZ Banking Group Full time ₹ 4,00,000 - ₹ 8,00,000 per year

    Payments Processing Officer About Us At ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our customers. Our Institutional bank helps our largest customers move trade and capital around the region, providing our people with great opportunities to build their...


  • Bengaluru, Karnataka, India ANZ Banking Group Limited Full time ₹ 5,00,000 - ₹ 12,00,000 per year

    About Us At ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers. About the Role As an Sr. Banking Operation Analyst, you need to perform a variety of post assessment tasks and processes, such as perform pre-checks as specified, prepare...