Officer-Video Banking

Ujjivan Small Finance Bank; Kolkata District; Presencial; INR 4.464.000 - 13.392.000; Jornada completa

Descripción de la vacante

Ujjivan Small Finance Bank Ltd. is seeking a KYC/Phone Banking Advisor in Kolkata to conduct video call-based KYC, verify customer information, and maintain strong customer relationships. The role involves upselling across product lines and meeting service metrics, with a focus on high-quality customer servicing.

The position requires a graduate with 2+ years of experience (fresher considered with qualifications), and offers opportunities to promote bank products while handling 70+ calls per day.

Formación

• Graduate in any discipline.
• 2+ years of experience; fresher can be considered if they possess the required educational qualifications and aptitude.
• Strong communication skills (oral & written).
• Experience in upselling and cross-selling is preferred.
• KYC knowledge and customer service experience are advantageous.

Responsabilidades

• Handle video calls of customers to complete full KYC.
• Verify customer details and uploaded documents per Banking norms.
• Maintain good customer relationships throughout KYC process.
• Generate revenue through sales across all product segments.
• Adhere to service and business metrics set for the unit.

Conocimientos

Relationship Management

Customer Relationship

Upselling and Cross Selling

Behavioral Skills

Communication skills

Educación

Graduate

Herramientas

Workapps

CRM Next

Descripción del empleo

Responsiblefor carrying out customer identification process through videocalls and adhering to Know your Customer (KYC) standards as perregulatory guidelines

Receiveand respond to customer service account inquiries on accountbalances and transaction

Responsiblefor handling any inquiries and resolving customer complaints.

Promotebank’s products and services over video calls.

Identifycustomer needs & refer customers to appropriate bankingservices

Adaptto work in different LOB’s within phone Banking

SIZEOF THE ROLE

FINANCIALSIZE

NON-FINANCIALSIZE

Revenuegeneration of 4 to 12 Lacks per month basis employee tenure

45to 70 calls handled per day basis employee tenure

50to 75 leads generated per month basis employee tenure

KEYDUTIES & RESPONSIBILITIES OF THE ROLE

Handlevideo calls of the customers to complete full KYC

Verifythe details submitted by the customers while opening the accountand documents submitted are according to the guidelines of theBanking norms

Shouldmaintain good relationship with the customers throughout the KYCprocess

Generaterevenue through sales across all product segments

Adhereto all Service and Business metrics set for the unit

Ensureto pick up 70+ calls per day

Responsiblefor suggesting methods to improve area operations, efficiency andservice to both internal and external customers

Customer(Both Internal & External)

Callhandling as per defined SOP’s.

Givecorrect and complete information on the products pitched tocustomers

Ensurefollow up is done on time in case customers’ requests forcall back

Responsiblefor quality communication and customer servicing within laid downproductivity and service benchmarks

Adherenceto information security and quality process norms

Tobe aware of and comply with any updates about the process

Handlecustomers query, request and complaint by providing customersatisfaction.

InternalProcess

Achievequality benchmarks defined from time to time

Ensureall laid down system and process are followed

Ensureaccurate and timely submission of reports & requests

Adherenceto set processes of updating customer interactions in CRM next

Allthe Video calls must be initiated and recorded on Workapps.

Innovation& Learning

Ensureadherence to training man-days/ mandatory training programs forself

Continuouslyupdate skills by participating in professional trainings, attendcourses as instructed by management and be willing to contributeacquired knowledge to the development of the bank

MINIMUMREQUIREMENTS OF KNOWLEDGE & SKILLS

Educational

Qualifications

Graduatein any discipline

Experience(Years and Core Experience Type)

2+years of experience; fresher can be considered if they possessthe required educational qualifications and aptitude.

Certifications

NA

FunctionalSkills

RelationshipManagement

CustomerRelationship

Upsellingand Cross Selling

BehavioralSkills

Goodcommunication skills – both oral and written