01Key Responsibilities
Customer Engagement: Connect with assigned customers as per defined contact policies Deliver a high-quality digital banking experience Understand customer requirements and recommend suitable products Handle inbound/outbound calls as per quality standards Resolve customer queries within defined timelines Promote digital banking services for enhanced customer convenience Maintain accurate records of customer interactions in CRM systems Address and resolve customer complaints effectively Build long-term customer relationships Ensure customer retention and minimize attrition Sales & Portfolio Management: Achieve assigned sales and portfolio targets Cross-sell and up-sell banking products (TPP, Assets, Cards, etc.) Profile customers to identify sales opportunities Ensure eligibility and compliance before offering products Monitor key account activities and report as required Process customer requests and transactions accurately Process & Compliance: Maintain proper documentation of all customer interactions Adhere to banking policies, regulatory norms, and internal guidelines Ensure timely updates in CRM and reporting systems Eligibility Criteria: Qualification: Graduate (any stream except B.Tech/BE) Experience: Freshers can apply (01 year experience preferred) Key Skills Required: Basic knowledge of banking and financial products Strong verbal and written communication skills Customer-focused approach Sales and persuasion abilities Basic computer and CRM knowledge Ability to build and maintain customer relationships Language Requirement: Fluent English (mandatory) Proficiency in any one: Hindi / Tamil / Malayalam / Kannada .
