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Verified Job Accounting - Finance

Customer Relationship Officer Teller

Ahmedabad, Gujarat
Accounting - Finance
#438105
Remote / WFH

Job Description

Location : Tollygunge area :
• Chetla
• Kudghat
• Brahmapur

Requirement :
• The candidate needs to have minimum 2-4 years' experience in branch banking sales and operations
• Minimum education qualification is graduation .

The following are the specifications for the role :
• Ensure that customer information is communicated to the respective customer only
• Ensure that upon written request and verification of the signature the account information is provided
• Ensure that the customer queries are attended to and resolved in an efficient manner and within stipulated Turn Around Time (TAT)
• Recording complaints as per the specified process and ensure that complaints are resolved quickly and avoid the situation where it may get escalated
• Understand and comply with requirements of all relevant policies of the bank including full compliance with Know Your Customer (KYC) and Anti Money Laundering (AML) requirements
• Ensure that customer contact details are updated PAN, Address, Phone and email.
• Ensure that correct product information is disseminated
• Ensure that all reports are collected and delivered to the Custodian of Deliverable viz., Welcome Kit, Cheque Book, ATM / Debit cards, Tatkal Kits.

As a custodian, ensure
• That the laid down process for returned welcome kits is followed
• That the customers are informed in case the deliverable got return & To maintain low deliverable stock and to reconcile deliverables and acknowledge E-RoD on receipt of the same.
• Returned deliverables / deliverables with insufficient address ought to be handled as per the
• to ensure reprocessing and curing of returned instructions, forms sent from CPU
• Reduce holding volumes of deliverables / returned deliverables
• Ensure proper record of destruction of deliverables is maintained
• Deliver any other duties which are set by the branch banking leadership and / or the management.
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