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Job Location | Delhi |
Education | Not Mentioned |
Salary | Not Disclosed |
Industry | Management Consulting / Strategy |
Functional Area | Sales / BD |
EmploymentType | Full-time |
Account Opening & Maintenance: Run the processes for account opening, account maintenance & account closure related formalities as per YBL processHandle customers enquiries and instructions, whilst ensuring that the Bank s delivery standards are met in achieving total customer satisfaction. e. g. timely checking of account opening documentation, opening of Accounts etc. Ensure adherence to process & documentation standards (e. g. , forms/ checklists, welcome calling, approvals, etc. )Ensure pro-active & sustained liaison with NOC, Product, Sales RM, etc. where requiredMaintain strict vigilance on the quality of forms and documentation providedEnsure timely follow up with Sales RMs of all BUs for resolution of any outstanding deferrals. 2. Transactions Related: Ensure proper scrutiny of all transactional documents submitted by the customer vis- -vis branch checklist to ensure all that all necessary documents are submitted by the customer. Address all transaction related enquiries i. e. pre, during & post transaction processing & escalationsEnsure strong monitoring of all transactions3. Service & Quality: Ensure that all people, process, data & systems in the branch are well attended to deliver consistent & superior levels of service to all customers. Ensure that adequate records & data pertaining to customer queries and complaints is maintained & analysed for achieving greater process efficiencyEnsure daily / weekly monitoring & analyses of various data points & reports that have bearing on Customer Service & process adherence. Play a pro-active role in new products, processes or systems roll out impacting the clientsCoordinate with relationship managers and meet / interact with key clients on a periodic basis to stock take on service levels and customer satisfaction. Ensuring collection of CSS forms on periodic basis and sent to NOC. Implementation of 5S, ISO 9001: 2000, Six Sigma standards & meet/ exceed set quality parameters conforming to the standards. 4. Audit & Compliance: Responsible to follow all process, policies as per guidelines & audit rating of the branchEnsure comprehensive compliance with all internal, regulatory and statutory requirements as relevant for various product and services from a branch perspectiveAttend to any audit findings and resolve them immediately as applicable,
Keyskills :
sixsigmaservicelevelsaccountopeningcustomerserviceaccountmaintenancetransactionprocessingcssnocisormsbussetsalesclosurerecscrutinyapprovalsateliaison