Designation: Virtual Care-Phone Banking Officer (77_2025_100019)
Office Location: Bank House,Marathon IT Park Pune (Branch)
Position description:
Escalation handling & Query handling on the floor
o Nil/ Minimal complaints by customers on improper / erroneous handling of calls during the shift assigned.
o Nil complaints post handling of the escalations. Nil deviations on TAT/No Action
o Error-free & on time logging of complaints/requests/data by team of call handling staff handled.
Error-free and timely execution of customer instructions
Team Management:
Call Quality:
Deliver service quality in order to achieve Quality benchmarks defined from time to time.
First Call Resolution – 90%( for non-Complaints related calls)
Achieve defined Call Quality scores.
Achieve defined KAT Scores
Achieve defined E-process Score
Audit & Process Compliance:
Ensure adherence to process and Audit requirements.
Ensure accurate and timely submission of financial transactions & requests.
Ensure Error-free logging/recording of customer requests
Adherence to set processes of updating customer interactions in CRMNext & ensuring timely updations of interactions in appropriate systems.
Schedule Adherence & Service Productivity standards
Consistently meet the service productivity standards – Staff needs to meet the service productivity standards as defined from time to time
Ensure adherence to schedule and login times as applicable – Staff needs to maintain service adherence
Other Operational Activities
Maintenance of records / record keeping.
Keep self updated on the product/ process knowledge as per the training imparted by the Training / Supervisors/ Quality.
Shift Adherence
Nil Unscheduled offs
Appropriate attendance record updation
Nil Exception of ID maintenance
Adherence to Audit and compliance process as defined.
Primary Responsibilities:
Ensuring appropriate handling of 1st level escalations and Queries are handled across the teams assigned
Team building & motivating assigned call handling staff towards sustained achievement of performance standards and Unit goals and ensuring minimal attrition
Ensuring assigned team’s compliance to laid down processes and guidelines.
So that, excellent customer service, optimum productivity and efficiency of the team members are achieved.
Educational qualifications preferred
Category: Bachelor’s Degree
Required work experience
Industry: Exposure to banking preferable
Years of experience: 1 to 2
Required Skills:
Good Team spirit
Inter personal skill
Good communication skill
Proactive & focused approach
Banking Product & Process Knowledge
Required abilities
Other:
Banking Product & Process Knowledge
Communication
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