Ujjivan Small Finance Bank Hiring for Officer at India Full Time

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