About the company
At SBI Card, the motto Make Life Simple inspires every initiative, ensuring that customer convenience is at the forefront of all that we do. We are committed to building an environment where people can thrive and create a better future for everyone.
SBI Card is proud to be an equal opportunity & inclusive employer and welcome employees without any discrimination on the grounds of race, colour, gender, religion, creed, disability, sexual orientation, gender identity, marital status, caste etc. SBI Card is committed to fostering an inclusive and diverse workplace where all employees are treated equally with dignity and respect which makes it a promising place to work.
What s in it for YOU
- SBI Card truly lives by the work-life balance philosophy. We offer a robust wellness and wellbeing program to support mental and physical health of our employees
- Admirable work deserves to be rewarded. We have a well curated bouquet of rewards and recognition program for the employees
- Dynamic, Inclusive and Diverse team culture
- Gender Neutral Policy
- Inclusive Health Benefits for all - Medical Insurance, Personal Accidental, Group Term Life Insurance and Annual Health Checkup, Dental and OPD benefits
- Commitment to the overall development of an employee through comprehensive learning & development framework
Role Purpose
Responsible for supporting the existing corporate VIP clients in terms of providing accurate information, correct data and guiding them regarding corporate card related requested assistance. The role is also responsible for handling Corporate VIP Cardholder queries via Call, E-mails and maintain follow ups diligently.
Role Accountability
- Ensure VIP tagging done on requested Corporate Card accounts- Existing Base & New Cards
- Ensure timely delivery of Corporate VIP Cards
- Responsible for doing welcome call and ensuring assistance on priority KYC for Corporate VIP Cardholders
- Connect with Corporate VIP cardholders to provide real-time card authorization decline assistance
- Ensure proactive checks on Fees/ Charges levied on Corporate VIP accounts
- Resolve queries received from Cardholders through calls, email communications along with proactive servicing, handle with care
- Ensure correct execution on card accounts to prevent any escalation or customer complaint and protect customer PII/ SPII data
- Investigate and solve corporate VIP customers problems including complex and long-standing problems
- Execute day to day transactional activities assigned as an FPR/SPR (First/Second Person Responsible); prepare card account/ corporate level reconciliations, reports and MIS; coordinate with IT to build auto-scheduled reports
- Maintain accurate records of approvals, records of discussions, correspondence with corporate customers, web-service portal enrollments and VISM (Visa Intelilink Spend Management) enrollments
- Maintain follow-up activities, track and execute instructions as and when received by the credit team for corporate level relationship maintenance and controlled credit limit exposure
- Perform process documentation and compliance adherence.
- All assigned activities/reports& MIS to be maintained, published timely and accurately.
- Timely actioning of scheduled proactive Monitoring / Servicing activities/ Risk Related activities and other ad hoc activities.
- Assist/Lead on Projects, System enhancements, Process simplifications - Timely closure of Testings, Coordination with Product, IT and other relevant stakeholders
Measures of Success
- Corporate VIP transaction decline assistance as per SLA
- Mailbox Response & Resolution rates as per SLA
- Process Adherence as per MOU
Technical Skills / Experience / Certifications
- Working Knowledge of MS Office
- Experience of using CRM Tools
- Knowledge of Vision Plus
- Knowledge of Credit cards / CRMs/ Operational processes
- Experience in complaints handling, process improvement in customer services
- Experience in managing HNI/VVIP customer relationships
Competencies critical to the role
- Verbal and written communication
- Relationship Management
- Analytical Ability
- Problem Solving Skills
Qualification
Graduate in any discipline
Preferred Industry
FSI