Customer Service Officer & Valuer

AU SMALL FINANCE BANK

Bassi

On-site

INR 450,000 - 600,000

Full time

14 days+

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Job summary

AU Small Finance Bank Limited is seeking a Customer Service Officer & Valuer to deliver exceptional service while accurately valuing financial products. You will engage with clients, understand their needs, and provide tailored solutions within regulatory standards.

The role supports Operations and Services with cross-functional collaboration, data handling, and training of junior staff, contributing to service excellence and client satisfaction.

Qualifications

  • Bachelor's degree in Finance, Business Administration, or related field.
  • Minimum of 3 years of customer service or valuation experience.
  • Strong analytical and interpersonal skills and regulatory understanding.

Responsibilities

  • Engage with customers to understand their financial needs and provide appropriate solutions.
  • Conduct thorough valuations of financial products and services, ensuring accuracy and compliance with regulatory standards.
  • Resolve customer inquiries and complaints in a timely and professional manner, maintaining a high level of customer satisfaction.
  • Collaborate with cross-functional teams to enhance service delivery and streamline operational processes.
  • Maintain detailed records of customer interactions and transactions, ensuring data integrity and confidentiality.
  • Provide training and support to junior staff members, fostering a culture of continuous improvement and knowledge sharing.
  • Monitor market trends and competitor offerings to provide insights for product development and service enhancement.
  • Prepare and present reports on customer feedback and service performance metrics to management.

Skills

Customer relationship management
Financial product valuation
Regulatory compliance
Data analysis
Interpersonal communication
Time management
Attention to detail
Problem-solving
Team collaboration
Report writing

Education

Bachelor's degree in Finance, Business Administration, or related field

Job description

Group Company:

AU Small Finance Bank Limited

Designation:

Customer Service Officer & Valuer

Position description:

#*Position description*#

Primary Responsibilities:

#*Primary Responsibilities*#

Additional Responsibilities:

#*Additional Responsibilities*#

Reporting Team
  • Reporting Designation: #*Reporting Designation*#
  • Reporting Department: #*Reporting Department*#
Educational Qualifications Preferred
  • Category: #*Category*#
  • Field specialization: #*Field specialization*#
  • Degree: #*Degree*#
  • Academic score: #*Academic score*#
  • Institution tier: #*Institution tier*#
Required Certification/s:

#*Required Certification/s*#

Required Training/s:

#*Required Training/s*#

Required Work Experience
  • Industry: #*Industry*#
  • Role: #*Role*#
  • Years of experience: #*Years of experience*#
Job Brief

As a Customer Service Officer & Valuer at AU Small Finance Bank Limited, you will play a pivotal role in delivering exceptional customer service while accurately assessing the value of various financial products and services. This position requires a blend of strong interpersonal skills and analytical abilities to ensure customer satisfaction and compliance with industry standards. You will be responsible for engaging with clients, understanding their needs, and providing tailored solutions that align with the bank's offerings. Your expertise will contribute to the overall success of the Operations and Services department, ensuring that our clients receive the highest level of service in the financial services industry.

Responsibilities
  • Engage with customers to understand their financial needs and provide appropriate solutions.
  • Conduct thorough valuations of financial products and services, ensuring accuracy and compliance with regulatory standards.
  • Resolve customer inquiries and complaints in a timely and professional manner, maintaining a high level of customer satisfaction.
  • Collaborate with cross-functional teams to enhance service delivery and streamline operational processes.
  • Maintain detailed records of customer interactions and transactions, ensuring data integrity and confidentiality.
  • Provide training and support to junior staff members, fostering a culture of continuous improvement and knowledge sharing.
  • Monitor market trends and competitor offerings to provide insights for product development and service enhancement.
  • Prepare and present reports on customer feedback and service performance metrics to management.
Skill
  • Customer relationship management
  • Financial product valuation
  • Conflict resolution
  • Data analysis
  • Regulatory compliance
  • Market research
  • Interpersonal communication
  • Time management
  • Attention to detail
  • Problem-solving
  • Team collaboration
  • Report writing
Preferred Qualifications
  • Bachelor's degree in Finance, Business Administration, or a related field.
  • Minimum of 3 years of experience in customer service or valuation roles within the financial services industry.
Key Performance Indicators:

#*Key Performance Indicators*#

Required Competencies:

#*Required Competencies*#

Required Knowledge:

#*Required Knowledge*#

Required Skills:

#*Required Skills*#

Required Abilities
  • Physical: #*Physical*#
  • Other: #*Other*#
Work Environment Details:

#*Work Environment Details*#

Specific Requirements
  • Travel: #*Travel*#
  • Vehicle: #*Vehicle*#
  • Work Permit: #*Work Permit*#
Other Details
  • Pay Rate: #*Pay Rate*#
  • Contract Types: #*Contract Types*#
  • Time Constraints: #*Time Constraints*#
  • Compliance Related: #*Compliance Related*#
  • Union Affiliation: #*Union Affiliation*#
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