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CUSTOMER Care EXECUTIVE

Chowari, Himachal Pradesh
Work from home
#814149
Remote / WFH
Hdfc Bank

Job Description

What you’ll do
Job Title

Customer Care Executive



Business Unit

Retail Branch Banking



Reporting To

Teller Authorizer and Branch Head



Job Function and Role Type

Operations and Customer Service, Individual Contributor



Version No

2.0



Job Purpose

Ensure error-free operations and adherence to bank processes under the guidance of the Teller Authorizer and Branch Manager. Deliver superior customer service and cross-sell products to achieve branch profitability.



Key Responsibilities

Operations

Complete operational tasks efficiently and accurately.



Monitoring

Monitor processes and ensure compliance with bank standards.



Reporting

Prepare and submit required reports promptly.



Maintenance

Maintain records and ensure proper upkeep of systems and processes.



Customer Service

Manage lobby and queues for quality service. Resolve complaints within TATs, escalate as needed, and gather customer feedback. Ensure timely card loading and effective communication on complaint closures.



Sales

Identify and manage high transacting customers. Handle cash transactions, FX postings, gold sales, and prepaid cards. Act as custodian for teller box, cheque drop boxes, and vault. Ensure compliance with clearing, ATM, and large transaction processes. Monitor high-value accounts and transactions, file AML reports, and maintain suspense accounts. Submit CBDT schedules and ensure accurate record-keeping. Generate leads and cross-sell liability products, credit cards, gold bars, and Forex Plus cards.



Education:

Graduation/Post-Graduation.

Certifications:

IRDA for Life Insurance, POS for General Insurance, NISM V (A).

Key Competencies

Banking product knowledge, team management, planning and organizing, communication, awareness of banking regulations.



Major Stakeholders

Customers, Branch Banking Team, Operations, Insurance CAM, MF Fund Houses, HSL Personnel.


Required Skills
Refer to the Job Description

Industry type
Banking
Department
Customer Success, Service & Operations
Role
Customer Service
Role category
Customer Success, Service & Operations - Other
Employment type
Full Time, Permanent
Education
Any Graduate
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