Verified Job
Accounting - Finance
CUSTOMER EXPERIENCE EXECUTIVE
Accounting - Finance
#216095
Remote / WFH
Job Description
Job Description
• A.
• Operations: Custodian of Deliverables at branch i.
• e, Welcome Kit, Cheque Book, ATM/Debit cards, Tatkal Kits.
• As a custodian, ensure: a.
• Customers as per SMS failed report in DMS are contacted to collect their deliverables from branch b.
• Delivery of deliverables to customers at branch.
• obtaining necessary id documents of customer / obtaining customer acknowledgement in combined tally cum delivery register c.
• Ensure Low stock of deliverables are retained at branches d.
• EOD Stock tally of Physical deliverables held at branch vis-vis stock tally report (DMS) e.
• Destruction of deliverables which have exceeded their retention period.
• f.
• Ensure proper record of destruction of deliverables is maintained g.
• Ensure proper delivery of retained card to customers keeping the fresh transaction slip and ID proof.
• h.
• Proper maintenance of Tax saving FD receipt received at branch and its delivery to customers.
• i.
• Ensure FD/RD certificates kept in safe custody inside the FRFC or vault.
• j.
• Re ordering of the tatkal kits with appropriate approvals.
• k.
• Ensuring tatkal reconciliation in place for fortnightly basis.
• Accepting and processing of customer instructions and requests at branch i.
• e Processing stop payment/ hot-listing requests immediately upon receipt at branch.
• Maintain inward and outward courier register for all deliverables / documents received at branch / dispatched from branch.
• Monitoring and timely indenting of branch stationery (other than security stationery) as required.
• Monitoring of FTS and clearing hold instruction.
• Generating and downloading of all BOD reports / handing over the reports to concerned staff at branch.
• Ensure that 5-S norms are adhered to for individuals workstation.
• Satisfactory audit at Welcome Desk operations Updation of all Customer Instructions in FTS.
• Account transfers & Closures with appropriate approvals.
• Updation of all liability leads in CRM next.
• Ensuring LTR & Welcome calling Review report in place on daily basis.
• Updation in ECall back system Ensure that any unprocessed instruction will be updated in pending instruction register by EOD Ensure Regular knowledge updation is by reading and understanding circulars issued in gyan line.
• Ensure to follow process for Pending customer instructions/forms B.
• Customer Service: To handle branch queries i.
• e balance enquiries / clearing of cheque deposits / charges levied to customers account Issuance of Passbook / Statement of Accounts against written customer request and ensuring recovery of charges Non-disclosure of customer information to any bearer / third party.
• Migrating branch customers to use our wide range of direct banking channels for various requests Ensure that the customer query are attended to and resolve the
• A.
• Operations: Custodian of Deliverables at branch i.
• e, Welcome Kit, Cheque Book, ATM/Debit cards, Tatkal Kits.
• As a custodian, ensure: a.
• Customers as per SMS failed report in DMS are contacted to collect their deliverables from branch b.
• Delivery of deliverables to customers at branch.
• obtaining necessary id documents of customer / obtaining customer acknowledgement in combined tally cum delivery register c.
• Ensure Low stock of deliverables are retained at branches d.
• EOD Stock tally of Physical deliverables held at branch vis-vis stock tally report (DMS) e.
• Destruction of deliverables which have exceeded their retention period.
• f.
• Ensure proper record of destruction of deliverables is maintained g.
• Ensure proper delivery of retained card to customers keeping the fresh transaction slip and ID proof.
• h.
• Proper maintenance of Tax saving FD receipt received at branch and its delivery to customers.
• i.
• Ensure FD/RD certificates kept in safe custody inside the FRFC or vault.
• j.
• Re ordering of the tatkal kits with appropriate approvals.
• k.
• Ensuring tatkal reconciliation in place for fortnightly basis.
• Accepting and processing of customer instructions and requests at branch i.
• e Processing stop payment/ hot-listing requests immediately upon receipt at branch.
• Maintain inward and outward courier register for all deliverables / documents received at branch / dispatched from branch.
• Monitoring and timely indenting of branch stationery (other than security stationery) as required.
• Monitoring of FTS and clearing hold instruction.
• Generating and downloading of all BOD reports / handing over the reports to concerned staff at branch.
• Ensure that 5-S norms are adhered to for individuals workstation.
• Satisfactory audit at Welcome Desk operations Updation of all Customer Instructions in FTS.
• Account transfers & Closures with appropriate approvals.
• Updation of all liability leads in CRM next.
• Ensuring LTR & Welcome calling Review report in place on daily basis.
• Updation in ECall back system Ensure that any unprocessed instruction will be updated in pending instruction register by EOD Ensure Regular knowledge updation is by reading and understanding circulars issued in gyan line.
• Ensure to follow process for Pending customer instructions/forms B.
• Customer Service: To handle branch queries i.
• e balance enquiries / clearing of cheque deposits / charges levied to customers account Issuance of Passbook / Statement of Accounts against written customer request and ensuring recovery of charges Non-disclosure of customer information to any bearer / third party.
• Migrating branch customers to use our wide range of direct banking channels for various requests Ensure that the customer query are attended to and resolve the
